We’re here to help you add some more tools to your tool belt with today’s handy How To: Require Customer Name on Sales in Point of Sale.
Many companies want to ensure that there is a customer name on all sales, but have employees that can sometimes be forgetful. Luckily QuickBooks has a setting to help circumvent this potential pitfall. It is recommended that you have one generic customer, in case you don’t collect the information on occasion (perhaps named “Customer”). Here’s how to turn it on the feature:
- Open [POINT OF SALE].
- Choose [FILE], [PREFERENCES], [COMPANY].
- Along the left-hand column, select the [CUSTOMER] tab.
- Under [CUSTOMER TRACKING OPTIONS], check the box [REQUIRE A CUSTOMER ENTRY ON ALL RECEIPTS].
- Click [SAVE].