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
Then, when you record sales summaries you can use the
Customer:Job field on sales forms to record sales for each register
Use the Add
Customer function to set up these generic customer names.
Set up customers in the
QuickBooks Customers & Jobs list to track information about the people who buy your
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
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.
information (additional customer information that you define and track).
Enter customer types
to track segments of your business.