100 lines
4.8 KiB
HTML
100 lines
4.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Company Preferences: Customers</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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tr.hcp2 { vertical-align:top; }
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td.hcp3 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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border-bottom-width:1px;
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border-bottom-style:Solid; }
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td.hcp4 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px;
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background-color:Transparent;
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border-bottom-width:1px;
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border-bottom-style:Solid; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Company Preferences: Customers</p>
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<p class="Help-Main-Topic-Links"><a href="companyprefs_instructions.htm">Preference Instructions</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customers/customersoverview.htm">Customer Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">Customer preferences allow you to specify if you want to share customer information with your QuickBooks Desktop 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 <a href="../qbpos_customers/cust907.htm">discounts</a>, use <a href="../qbpos_customers/cust911.htm">charge accounts</a>, and to build <a href="../qbpos_customers/cust910.htm">customer sales history</a>. It is not necessary to require that a customer be recorded to use these features.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span class="hcp1">Note</span>: You must have customer tracking enabled in your <a href="sysprefs04.htm">general  preferences</a> for the following customer-specific preferences to be applicable.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<table cellspacing="0" width="372">
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<tr class="hcp2">
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<td style="width:37.10%;" bgcolor="#E6E6E6" class="hcp3">
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<p class="Help-Text" style="font-weight: bold;">Preference</p>
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</td>
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<td style="width:62.90%;" bgcolor="#E6E6E6" class="hcp3">
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<p class="Help-Text"><font style="font-weight: bold;">Function</font></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp4">
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<p class="Help-Text" style="font-weight: bold;">Use with QuickBooks Desktop</p>
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</td>
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<td style="width:62.90%;" class="hcp4">
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<p class="Help-Text">Choose <span class="hcp1">Yes</span> if you want information for all new customers to be shared with QuickBooks Desktop by default. You can still change this setting for individual customers on their record.</p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp4">
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<p class="Help-Text" style="font-weight: bold;">Customer tracking options</p>
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</td>
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<td style="width:62.90%;" class="hcp4">
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<p class="Help-Text"><font style="font-family: 'Wingdings 2'; font-weight: bold;" face="Wingdings 2">R</font> Require a customer entry on receipts. If selected, a receipt cannot be saved until a customer is entered.</p>
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<p class="Help-Text">Note that this option is not required to list a customer on a sale.</p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp4">
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<p class="Help-Text" style="font-weight: bold;">E-mail Marketing</p>
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</td>
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<td style="width:62.90%;" class="hcp4">
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<p class="Help-Text">If you have an account with the POS e-mail marketing partner, enter your login name and password here. Targeted customer lists you create in Point of Sale can then be sent automatically to the partner. <a href="../qbpos_customers/cust_email_mktg.htm">Learn more</a>.</p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:37.10%;" class="hcp4">
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<p class="Help-Text" style="font-weight: bold;">Customer Type</p>
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</td>
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<td style="width:62.90%;" class="hcp4">
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<p class="Help-Text">Create categories of <a href="../qbpos_customers/cust936.htm">customer types</a> for your business. Customer types can then be assigned in the customer record and used for filtering the customer list and reports.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Main-Topic-Links"><a href="sysprefsoverview.htm">Company preferences overview</a></p>
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</body>
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</html>
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