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.


Preference                                 Function

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.


Customer Tracking                   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.



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