Track Business Customers

Customer Overview | Add a Customer | Edit a Customer

Pro

You can easily identify and track business customers in Point of Sale (as opposed to an individual customer). Identifying a business customer turns on the following features for that customer:

- Record and print customer purchase order numbers on sales receipts and customer orders

- Search for sales receipts and customer orders by the customer PO #

- The Full Name field on Point of Sale documents, lists, and reports will display the company name

- Your customer list and Reports can be filtered to distinguish between business and individual customers

- When synchronizing with your QuickBooks Desktop financial Software, the customer PO # will be shown on receipts and invoices created in QuickBooks Desktop

To identify a business customer:

1. When adding or editing a customer record, select the Track as Company check box.

2. Record the customer's Company name (required).

3. Select Save.

Notes:

- Including an individual's first and last name is optional, but recommended, for a business customer.

- The Customer PO# field is added to receipts and customer orders made for this customer, as shown below, and the Full Name field will display the company name throughout the program.

Related Topics

How customer records are exchanged with QuickBooks Desktop