QuickBooks POS: How to Create a Customer — Getting Started

QuickBooks POS: How to Create a Customer — Getting Started

We’re going to tackle on how to create a customer in QuickBooks Point of Sale.

Before we start, we have to make sure to set this setting:

1. Go to “File” menu → then “Preferences” → click on “Company”.

1. Select the “Customers” section.

1. On the customers area, tick on “No” for “Use with QuickBooks”. The reason is that QuickBooks has a list limit where once you reach the limit, you cannot create any more customers unless you upgrade to QuickBooks Enterprise.

The 3 Methods to create a Customer:

1. First Method
2. Go to “Customers” menu and click on “New Customer”

1. Second Method
2. Go to “Customer List”

1. Then click on “Add” at the upper right side of the screen.

1. Third Method
2. Go to “Make a Sale”

1. Click on the customer drop-down list on the upper right side of the screen. Then click “Add New Customer”

Now let’s discuss some of the fields in the “Add Customer” Window.

1. Customer Info — Consist of basic information about the customer, check the box “Track as Company” if the customer wanted to be tracked as a company. (Note: The Track as Company feature is only available in QuickBooks Pro or Multi-store)

1. Contact Info — It is important to ask for their email so that you can send the customers updates.

1. Custom Fields — a customizable field that you can input any field that you want. This is used when you need to get specific information about a customer (e.g. Driver’s License No.)

1. Rewards — QuickBooks Point of Sale has a rewards program where you can set up a certain thresholds where customers get special rewards.

1. You can click on “New” for some situations where you have a customer that did not put their name or the clerk did not input their name and they happen to have reached the spending threshold. So that the customer can claim the rewards even if they don’t have any customer history.

1. Customer Notes — an area to keep notes for the customer usually used for tracking something. The notes can be Date Stamped or be printed.

1. QuickBooks Options — “Use with QuickBooks” this was already set on the first part of the guide. In QuickBooks Options area, you can choose on whether the customer wants to be charged on a credit card account.

1. The “View customer in QuickBooks” can be used if the customer is in QuickBooks. This button can directly lead you to QuickBooks Accounting.
2. Customer Settings

1. Customer ID — this is auto-generated by QuickBooks Point of Sale. This can be changed, but is recommended to leave it as is.
2. Alt. Phone — Alternative Contact Number
3. Alt. Contact — Alternative Contact Person
4. Customer Type — special designation for certain customers to make reporting easier.
5. Tax Location — Tax set ups for different locations
6. Tax-Exempt — Non-profit customers
7. Discount — It can be by percentage or by markdown price level.

1. Accept Checks — If the customer pays through checks you can check the box.
2. Addresses — this where you can input the addresses for products that are going to be shipped to the customers. You can set up multiple addresses.

Original Article: https://blackrockbusiness.com/quickbooks-pos-how-to-create-a-customer-getting-started/?feed_id=5409&_unique_id=634eab7894239