QuickBooks POS: Customer Preferences
Designate The Functionality of your Customer List:
Customer preferences allow you to specify if you want so share customer information with your QuickBooks financial software and if you want to require that a customer be recorded on all sales. Recording customers on sales allows you to offer customer-specific discounts, use charge accounts, and to build customer sales history. It is not necessary to require that a customer be required to use these features.
***Note: You must have Customer Tracking enabled in your General Preferences for the following customer-specific preferences to be applicable.
| Use with QuickBooks
|| Choose Yes if you want information for all
new customers to be shared with QuickBooks
by default. You can still change this setting for
individual customers on their record.
|| Require a customer entry on receipts. If selected,
a receipt cannot be saved until a customer is entered.
Note that this option is not required to list a customer
on a sale.
| E-mail Marketing
|| If you have an account with the POS e-mail marketing
partner, enter your login name and password here. Target
customer lists you create in Point of Sale can then be sent
automatically to the partner.
| Customer Type
|| Create categories of customer types for your business.
Customer types can then be assigned in the customer
record and used for filtering the customer list and reports.