56 lines
2.7 KiB
HTML
56 lines
2.7 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>Setting Account Limits in QuickBooks Financial Software</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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font.hcp1 { font-weight:bold; }
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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;">Setting Account Limits in QuickBooks Financial Software</p>
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<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">Maintaining Customer Charge Accounts</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">A customers in-store charge account limit can be defined in Point of Sale or in your QuickBooks financial software. This procedure is for setting the limit in QuickBooks. After the next Financial Exchange, the updated account limit and available credit for the customer will be reflected in Point of Sale.</p>
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<p class="Help-Info-Line">To define a customers credit limit in QuickBooks financial software:</p>
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<ol>
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<li class="p-Help-Text">
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<p class="Help-Text">From the Customer List in your QuickBooks financial software, open the Edit Customer window for the customer for whom you would like to establish or change a credit limit.</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">Select the <font class="hcp1">Payment Info</font> tab.</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">Type in the customers credit limit.</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text">Select <font class="hcp1">OK</font>.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text"><img src="../image/qb_cust_acct_limit.gif" alt="image\qb_cust_acct_limit.gif" title="image\qb_cust_acct_limit.gif" width="320" height="267" border="0"></p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </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_recording_sales_and_returns/receipt_payment_acctcharge.htm">Charging sales on account or accepting a payment on account</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_poa.htm">How account information is exchanged with QuickBooks</a></p>
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</body>
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</html>
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