87 lines
5.1 KiB
HTML
87 lines
5.1 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>Track Business 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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ul.hcp1 { list-style:disc; }
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span.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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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>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Track Business Customers</p>
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<p class="Help-Text"><a href="customersoverview.htm">Customer Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="cust902.htm">Add a Customer</a> <span style="color: #c0c0c0;">|</span> <a href="cust905.htm">Edit a Customer</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
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color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">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:</p>
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<ul class="hcp1">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Record and print customer purchase order numbers on sales receipts and customer orders</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Search for sales receipts and customer orders by the customer PO #</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The <span class="hcp2">Full Name</span> field on Point of Sale documents, lists, and reports will display the company name</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Your customer list and Reports can be filtered to distinguish between business and individual customers</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">When synchronizing with your QuickBooks Desktop financial Software, the customer PO # will be shown on receipts and invoices created in QuickBooks Desktop</p>
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</li>
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</ul>
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<p class="Help-Info-Line">To identify a business customer:</p>
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<ol style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">When adding or editing a customer record, select the <span class="hcp2">Track as Company</span> check box.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Record the customer's <span class="hcp2">Company</span> name (required).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Save</span>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp1">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Including an individual's first and last name is optional, but recommended, for a business customer.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The <span class="hcp2">Customer</span> <span class="hcp2">PO#</span> field is added to receipts and customer orders made for this customer, as shown below, and the <span class="hcp2">Full Name</span> field will display the company name throughout the program.</p>
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</li>
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</ul>
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<p class="Help-Text">        <img src="../image/receipt_cust_PO_no.gif" alt="Customer PO# field added to sales receipt" title="Customer PO# field added to sales receipt" width="244" height="146" border="0" class="hcp3"></p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_customers.htm">How customer records are exchanged with 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." width="9" height="15" border="0" class="hcp3">  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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