Add a New Customer “Daily Sales” (How-To)

Article Details

Summary

This article shows admins how to add a new QBO customer named "Daily Sales" in Quickbooks. You need this customer to use the sales receipt integration.

Steps

  1. In Quickbooks, go to Customers & Leads > Customers.

    The Quickbooks menu with the Customers and Sales options.

  2. Select "New Customer".

    The Quickbooks customer dashboard with the New Customer button.

  3. In the slide-out panel menu, enter "Daily Sales" under "Customer display name".

    The customer information form with the Customer display name field.

  4. Save the new customer.

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