QuickBooks Setup Canada – 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:
- Go to Customers Customer Center.
- Select New Customer & Job New Customer at the top of the Customer Center window. The New Customer window appears.
- Enter “CashSales” as the customer name. The name must be exactly CashSales and is case sensitive.
- The CashSales customer must have a Unique Tax Code Set due to the way AccuPOS sends taxes in for this customer.
Under the Tab for Additional Info, set the Sales Tax Code for this customer to “. <Not Used> Non-taxable.”
- Click OK when finished.