In Point of Sale, I'm trying to export a customers sales history to Excel so that the data can be deeply analyzed.
We allow customers and employees to have an account on the books of items that they still need to pay for. One customer would like to find out why he owes what he owes. To do so, we need to be able to reconcile his account. The POS allows us to print the history or save it as a pdf. Neither will then import to Excel so that we can reconcile the account.
Is there something that I am missing or does POS not allow the customer history to be sent to Excel?
You're right, the option to filter the information by payment type (Account) isn't available in the Customer Sales report. However, we can use the Payment Summary report to view the payment type in QuickBooks Point of Sales (POS). Let me show you how:
Click the All reports menu.
In the Payments section, select Payment Summary.
Click Modify and select Add or Remove Columns.
Check the payment type that you want to be included in the report.
In addition, you can check out this article to better understand the process of integration between POS and QuickBooks Desktop. This also outlines the features of both programs that are allowed during the Financial Exchange: Financial Exchange Overview.
I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.