60 lines
3.0 KiB
HTML
60 lines
3.0 KiB
HTML
|
|
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
|
<html>
|
|
<head>
|
|
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
|
|
|
<meta name="generator" content="Adobe RoboHelp 2019">
|
|
<title>Customer Name Order for Financial Exchanges</title>
|
|
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
|
<style type="text/css">
|
|
/* FORCE ALL FONTS TO 12PT */
|
|
* { font-size: 12pt !important; }
|
|
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
|
|
</style>
|
|
|
|
|
|
|
|
<style title="hcp" type="text/css">
|
|
<!--
|
|
font.hcp1 { font-weight:bold; }
|
|
-->
|
|
</style>
|
|
</head>
|
|
<body>
|
|
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
|
|
|
|
|
<p class="Help-Heading-1" style="background-color: #008000;">Customer Name Order for Financial Exchanges</p>
|
|
<p class="Help-Text"><a href="qbdataoverview.htm">Overview</a> <font color="#999999">|</font> <a href="qbdata03.htm">Customize Financial Exchange</a> <font color="#999999">|</font> <a href="qbdata10.htm">FAQs</a></p>
|
|
<div>
|
|
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
|
|
</div>
|
|
<p class="Help-Text">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.</p>
|
|
<p class="Help-Text">(Pro) For business customers (<span style="font-weight: bold;">Track as Company</span> 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.</p>
|
|
<p class="Help-Text">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.</p>
|
|
<p class="Help-Info-Line">To change the customer name order:</p>
|
|
<ol>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">From the Point of Sale Edit menu, select <font class="hcp1">Preferences</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp1">Company</font>.</p>
|
|
</li>
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">On the Financial preferences page, select one of the three name order options:</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Indent"><last>,<first></p>
|
|
<p class="Help-Indent"><first><last></p>
|
|
<p class="Help-Indent"><title><first><last></p>
|
|
<ol start="3">
|
|
<li class="p-Help-Steps">
|
|
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
|
|
</li>
|
|
</ol>
|
|
<p class="Help-Text"> </p>
|
|
<p class="Related-Topics">Related Topics</p>
|
|
<p class="Help-Text"><a href="qbdata03.htm">Review your Point of Sale setup for Financial Exchange</a></p>
|
|
<p class="Help-Text"><a href="qbdata02.htm">How QuickBooks Desktop financial software handles POS data</a></p>
|
|
<p class="Help-Text"><a href="qbdata10.htm">Troubleshoot Financial Exchange</a></p>
|
|
</body>
|
|
</html>
|