Financial Exchange: Review Imported Customers

Exchange Overview | Customers Overview

Basic

The U se with QuickBooks check box determines whether information for a particular customer is shared with QuickBooks Desktop during daily updates. Select or clear this check box as appropriate for your imported customers.

In addition, when you add a new customer in Point of Sale and want this customer's;s information sent to QuickBooks Desktop financial software, make sure the check box is selected.

It is recommended that you review and edit customer records that have been imported from QuickBooks Desktop to take advantage of additional Point of Sale customer features.

- Custom Fields (Pro) Data from custom fields is exchanged, providing the fields are named exactly the same in both programs.

Note: You can specify to have the Use with QuickBooks check box selected or cleared by default for all new customers in company preferences. If youd like to ensure that all new customers are shared with QuickBooks Desktop financial software, make sure the preference option is set to Yes.

Related Topics

Review your Point of Sale setup for Financial Exchange

How QuickBooks Desktop financial software handles POS data

Send detailed item and customer information to QuickBooks Desktop