How To Add a New Customer in QuickBooks POS?

 How To Add a New Customer QuickBooks POS

Wanna know “How to add a new customer in QuickBooks POS 18.0?” QB POS 18.0 came with a new inventory. This system is more valuable to the customer. For the customers who want to make payment via credit or debit cards. It is also necessary to ring sales. Where the optional barcode scanner is valuable to build a discount anytime with the customer information for the CRM.

Steps To Add a New Customer in QuickBooks POS?

Enter your first customer

When you first go to customers, You can add a customer right away with just their name phone number and email also. You can edit the customer later to add more details.

The Tracking system in QuickBooks POS

The tracking system is available in the tracked inventory where you can know who are your best sellers. And also know, how can you record and what’s need to record? If you desire to track and reward the customer easily. There is some valuable information for you. That is all the customer’s history you can see at that place easily. Like balanced run-up, credit availability, the loyalty of the customers. And also some specific offers that are related to the customers.

The customer transactions system after adding a new customer in QuickBooks POS

Process payments in QuickBooks Point of Sale

If you have an active Intuit Merchant Account, you may see different authorization options when processing credit/debit card transactions in QuickBooks Desktop Point of Sale.

To generate authorization and process credit/debit cards transactions:

  1. First of all, from the File menu, click Setup Interview.
  2. After that go to the Payments tab.
  3. Select Yes to Would you like to accept credit and debit cards? section and click Sign In.
  4. After that Sign in with your Merchant credentials
you will see via this system. If you desire to sync with it rapidly, the sync system will give you update with the QuickBooks with giving some information. And also you can be seen in the tax time from there. QuickBooks POS is EMV prepared and intended to help bolster refreshed installment innovation for more noteworthy information protection.

Process of payment 

  1. On your Point of Sale, Firstly,  click Make a Sale.
  2. After that Enter the items and click Credit.
  3. Select the preferred credit card entry method:
    • Swipe: Swiping the card may qualify your sale for the lowest rate and is proof the card was present at the time of the sale.
    • Easy-to-comprehend rates that fit your business and no long haul contracts. Save time by having your information match up with QuickBooks work area. Installment compromise is currently accessible as well. Diminish twofold entries. Accept installments from Visa, MasterCard, Find, American Express and charge cards.

It will never stress. You won’t pay additional expenses for setup or termination. Inventory is refreshed when you make a deal and information is matched up with QuickBooks. This POS system is available with the QuickBooks to make it easier during the checking all the customers at a time. This is more useful and efficient to give the data of several sectors in this system.

Adding procedure: How To Add a New Customer?

  • This is an easier procedure to access customer information from an effective method. Customer details will be shown via this application. If the owners want to see the external customers details. Such as account balance, credit availability, notes and some history of the customer. The full information will be available on the same screen. By clicking on the more info button, suddenly you can see the customer’s information on transactions in history from there with the credit availability.
  • It needs to be tested via Cipher lab 8000 and Cipher lab 8001 to see the physical activity of the inventory scanners. It needs to configure with the point of sale software to accomplish the list. You should choose a point to sell: compatible hardware that shows on your screen.
  • Firstly, You should use Microsoft surface pro at the point of sale to make it easier to do. After that there you will find the QuickBooks desktop point of sale on a table. Envision is having the capacity to bear the purpose to offer the store at your own accommodation. For answers to you every now and again made inquiries about this component, see Microsoft surface pro FAQs.
  • Now, track the customer's information with their availability.

How to Add sub-customers

There are many reasons, you would want to create sub-customers:

  • Track a project.
  • You can use sub-customers for the members.
  • A workaround in place of job costing.
  • Homeowner associations and property management Co’s use of sub-customers for individual properties.

Working System and Uses

The working system is very effective for sales. Cause this can help the check of the customers any kind of information with the specific checklists. This can help the sales department to find out the credit availability. Also, manage and transition systems of the customers. And customer reviews, sync the profile with accessibility to the customers.

To track the customers, it plays an important role for the business owners. The use of the QuickBooks POS 18.0 is more reliable than any other application. This application can control multiple customers account to view within the shortest possible time. Because of its working system, this software is more popular and using people all over the world.

It is saving time to check different accounts at a different time. Now POS will search for QuickBooks money related running on this PC and connection to the information document that it was open. It will invite you for the affirmation that it is the right document and it’s just as simple as that.


This is one of the best applications that are using small business owners to monitor the customers need. And also their satisfaction, credit systems, and many more things.

The system is legal and easy to use. It is needed that representative to have the capacity to get to their monetary information and accordingly don’t care about having the money related programs on a PC utilized by workers.

The response to that is to set up clients in the financial program. And also ensure that the clients have passwords. Once that is done, the representative would need to have a legitimate client ID and secret word keeping in mind the end goal to access the monetary information.

After reading this blog, Hope you’ve got your solution regarding QuickBooks Pro Email Set up. Still, facing any problem? No need to worry. Please feel free to call our QuickBooks Support Phone number +1-855-441-4417 to find out a ProAdvisor that will help you and resolve your issue also.

Connect With QuickBooks ProAdvisor Experts

Author: Editorial Team
Wizxpert Authors & Editorial team is blessed with the most qualified and experienced experts that support you with one of the best solutions for your queries related to Accounting and Bookkeeping. We are here from last 3 years in the assistance of our customers. Our main goal is to happy and satisfied viewers with our service. We are a team of 10+ members. Every member research on the unique issue and try to fetch out the relevant solutions of that particular problem. Our team always tries to get the update with every new release of Accounting and Bookkeeping solution, and also try our level best to convey that information in the very moderate form to our viewers.

Live QB Support:

connect with QuickBooks experts
Content is protected !!
Call Now