Setting Account Limits in QuickBooks Financial Software

Maintaining Customer Charge Accounts

Basic

A customers in-store charge account limit can be defined in Point of Sale or in your QuickBooks financial software. This procedure is for setting the limit in QuickBooks. After the next Financial Exchange, the updated account limit and available credit for the customer will be reflected in Point of Sale.

To define a customers credit limit in QuickBooks financial software:

1. From the Customer List in your QuickBooks financial software, open the Edit Customer window for the customer for whom you would like to establish or change a credit limit.

2. Select the Payment Info tab.

3. Type in the customers credit limit.

4. Select OK.

Related Topics

Charging sales on account or accepting a payment on account

How account information is exchanged with QuickBooks