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

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Add a New Customer "Daily Sales"

In order to use the sales receipt integration, users will need to create a new QBO Customer.

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

    Menu with options for Customers and Sales.

  2. Click "New Customer".

    QuickBooks customer dashboard interface.

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

    Customer information form interface.

 

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