54 lines
4.1 KiB
HTML
54 lines
4.1 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>Financial Exchange: Review Imported Customers</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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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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span.hcp2 { font-weight:normal; }
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-->
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</style>
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</head>
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<body>
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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;">Financial Exchange: Review Imported Customers</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Exchange Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_customers/customersoverview.htm">Customers Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">The <span class="hcp1">U</span><font style="font-weight: bold;">se with QuickBooks</font> 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.</p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text">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.</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp1">Custom Fields</span> (Pro) Data from <a href="../qbpos_fields/fields_custom.htm">custom fields</a> is exchanged, providing the fields are named exactly the same in both programs.</p>
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</li>
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</ul>
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<p class="Help-Text"> </p>
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<p class="Help-Note" style="font-weight: bold;">Note: <span class="hcp2">You can specify to have the</span> Use with QuickBooks <span class="hcp2">check box selected or cleared by default for all new customers in <a href="../qbpos_company_preferences/sysprefs10.htm" style="font-weight: normal;">company preferences</a>. If youd like to ensure that all new customers are shared with QuickBooks Desktop financial software, make sure the preference option is set to</span> Yes<span class="hcp2">.</span></p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="qbdata03.htm">Review your Point of Sale setup for Financial Exchange</a></p>
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<p class="Help-Text"><a href="qbdata02.htm">How QuickBooks Desktop financial software handles POS data</a></p>
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<p class="Help-Text"><a href="qbdata13.htm">Send detailed item and customer information to QuickBooks Desktop</a></p>
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<div style="width: 100%; position: relative;" id="footer">
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<p> </p>
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<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0">  Additional online resources. Internet connection required.</p>
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<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
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<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</div>
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</body>
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</html>
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