Quickbooks Connector Step Two: Setting Up the Default Customer / Receipts

Step Two: Setting Up the Default Customer / Receipts

You should have already completed Step One: Sales Taxes before starting this one. If it is not already open, launch your Windows version of QuickBooks. In this step, we will be further configuring your desktop Quickbooks to work with the Rain Point of Sale.

1) On the top gray menu bar, click on Customers and choose Customer Center from the drop-list menu.

2) In the Customer Center, click the New Customer & Job button and click on New Customer from the drop-list menu.

3) In the Customer Name field, enter 'A Sales Receipt,' then click the blue OK button. You do not need any other information in that window.

NOTE: Why is it named 'A Sales Receipt'? The 'customer' in this setup will actually be sales receipts coming over from the Rain system, so we have standardized the Default Customer name to make it easier to support you and our other clients using this system, if questions come up in this area.

Coming Up Next: Set up your various Accounts for the system.

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