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Set up your retail customers

If you record sales summaries (daily, weekly, monthly)

If you're entering daily sales summaries, you probably don't track individual customer transactions or individual customer information using QuickBooks. You can, however, use the set up customers method recommended for retailers who record each sales transaction.

Here's an example of one way you can record sales summaries in QuickBooks if you use another POS or manual system to track individual sales:

  • Instead of setting up each individual customer in the customer list you can set up generic customer names to track different groups of customers. For example, if you have three cash registers, you could create a separate customer for each register called "Register 1," "Register 2," and "Register 3."

    Then, when you record sales summaries you can use the Customer:Job field on sales forms to record sales for each register individually.

    Use the Add Customer function to set up these generic customer names.

If you record each sales transaction

Set up customers in the QuickBooks Customers & Jobs list to track information about the people who buy your products.

If you enter each sale on sales receipt forms but you don't want to track individual customers, you can set up a generic customer called Customer and record your sales using that name in the Customer:Job field on sales receipts.

If you make sales on credit (in other words, the customer pays at a later date), you can use the invoice form to record those sales and you can use the individual customer names for your invoices so you can track how much each customer owes your company.

To track customers in more detail

  • Enter customized information (additional customer information that you define and track).

  • Enter customer types to track segments of your business.

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