Customer Name Order for Financial Exchanges

Overview | Customize Financial Exchange | FAQs

Basic

Point of Sale and QuickBooks Desktop both have First and Last name fields for customers. QuickBooks Desktop 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 Desktop.

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

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 Desktop.

To change the customer name order:

1. From the Point of Sale Edit menu, select Preferences Company.

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

<last>,<first>

<first><last>

<title><first><last>

3. Select Save.

Related Topics

Review your Point of Sale setup for Financial Exchange

How QuickBooks Desktop financial software handles POS data

Troubleshoot Financial Exchange