QuickBooks POS: Customer Name Order for Financial Exchanges

Point of Sale and QuickBooks both have First and Last name fields for customers. QuickBooks also has a full Customer Name field, which is populated with some combination of first and last, or company names when Point of Sale sends new customer records to QuickBooks.

(Pro) For business customers (Track as Company checkbox selected on customer record), Point of Sale will always send the customer’s company name to the full Customer Name field in QuickBooks.

For individual customers, use this setting to control the order of the customer name sent by Point of Sale to the Full Name field in QuickBooks.

To change the customer name order:

  1. From the Point of Sale Edit menu, select PreferencesCompany.

  2. On the Financial preferences page, select one of the three name order options:




  1. Select Save.

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