QB POS 2019 & QB DESKTOP PRO 2021

Thanks for laying out your concern with us, @BGNF. I can share some information about changing customers' names in QuickBooks Desktop Point of Sale.

We won't be able to change the Customer Name in a Sales Receipt if it's already transferred to QuickBooks Desktop after the Financial Exchange. However, if you haven't yet, you still have the option to change your customers' names.

If you have duplicate customers in your POS, you can easily merge them. Merging the customer records combines the sales history of the duplicate entries into a single record, and the other is deleted.

Here's how:

1. In your POS customer list, select one or both customer records you want to merge. (You may select two by holding down the CTRL key and clicking on each).
2. Choose I want to... drop down and then Merge.
3. Review the customers and make changes as necessary.
4. Click Merge Customers.

Keep in mind that if the customer is removed has a sales history, a listing of the number of sales receipts and customers' orders to be updated is displayed. The customer on these documents will be replaced by the customer you selected to keep.

You can also visit our QuickBooks Support page if you need help with Point of Sale and information about our support center. 

Don't hesitate to drop a comment below if you have other questions about managing your customers in POS. I'm more than happy to help. Take care!

The real issue is that POS actually did have the correct customer listed on the sales receipt.  There have been three difference customers that is same thing took place when the sync from POS to Desktop Pro takes place.  Desktop Pro listed the customer name as "Counter Sale".  We are not sure why the change is taking place at the time of sync.  I can look in POS and the 3 difference customers names are still showing on the correct name.  It is when I go to Desktop Pro that the customers names have been changed to "counter sale".  The real problem is when any of these customers or any other customer (with or without an open account) is needing a list of all their sales for a given period time.  How do you suggest we link these customers sales with their records.  POS does not have the option of pulling a customer & designating date variable to pull a report.  All sales should be linked to the customer.  Suggestion?

Thanks for sharing your feedback about our program processes, BGNF.

I want to make sure you're able to get the help you need for this QuickBooks Point of Sale concern. Normally, QuickBooks Desktop will match the data from POS during financial exchange. 

If anything unusual happens, we need you to contact our Support Team so they can diagnose the problem and share some troubleshooting to fix it. Click this link to contact us: Contact Payments or Point of Sale Support.

I'm sharing the following links for reference with PIN pad setup:

• QuickBooks Desktop Point of Sale User Guide
• Financial Exchange Overview
   

It's great to see you here today. Please visit us anytime if you have other concerns with QuickBooks so we can help you out. I'm also here if you need anything else. Have a nice day!