QuickBooks Initial POS Setup – STEP 2 – Creating a CashSales Customer

All transactions that are processed at the Point of Sale that have no customer attached to them will post as one summarized Sales Receipt inside of QuickBooks. 

Even if you are planning to track customers on every transaction at the Point of Sale, this customer must be created in QuickBooks for AccuPOS to integrate properly. To set up this customer:

  1. Go to Customers  Customer Center.

    quickbooks-customer-center-menu


  2. Select New Customer & Job   New Customer at the top of the Customer Center window.  The New Customer window appears.

    add-new-customer


  3. Enter “CashSales” as the customer name.  All other fields are to be left blank. The name must be exactly CashSales and is case sensitive.

    enter-cash-sales-in-name-field


  4. Click OK when finished.