Customer Management in register #

How to Create, Manage, and Leverage Customer Accounts with QuickBooks Online Sync #

In retail, every interaction counts and knowing your customers is key to long-term loyalty and growth. The Customer Management module in register by ability business is designed to help you deliver smarter, more personalized service with every transaction.

From two-way, real-time QuickBooks Online syncing to detailed customer profiles and this guide walks you through the key features and day-to-day use of this easy to use point of sale system.

Selecting or Adding a Customer at the Point of Sale #

register’s checkout screen includes a Select a Customer smart search bar. This is your starting point for customer engagement.

To select an existing customer: #

1. Click into the Select a Customer smart search bar.
   
2. Begin typing the customer’s name, company, phone number, or contact info.
   
3. Choose the matching profile from the dropdown list.
   

This search is two-way synced with your QuickBooks Online customer list, so what you see in register is always up-to-date with your QuickBooks Online account.

To add a new customer: #

1. Click New Customer (located just below the smart search dropdown).
   
2. Enter the customer’s information into the provided fields.
   
3. Once saved, this new customer profile will be automatically added to QuickBooks Online through register’s seamless two-way sync.
   

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Navigating the Customer Panel #

For deeper management and visibility into your customer database:

1. Go to the Manage Data dropdown at the top of the screen.
   
2. Select Customers.
   

The Customer Panel provides:

• A list of all customer accounts
  
• Key contact info at a glance (phone, email, address)
  
• Access to the customer’s full profile
  

To access the customer profile, hover and single click the customer line. From there you can view and edit the customer profile: #

• Name and company
  
• QuickBooks Online Display Name
  
• Contact numbers (mobile, fax, alt. phone)
  
• Email and website
  
• Billing and shipping addresses
  
• Sub-customer status
  
• Customer and payment type designations
  
• Tax exemption details and default tax code
  
• Notes or special requests
  

This robust profile system allows your team to deliver more thoughtful, accurate service with just a few clicks.

Viewing a Customer’s Sales History #

Need to reference a previous transaction?

1. From the Manage Data dropdown, select Sales History.
   
2. In the Select Customer to Search smart search bar, begin typing the customer’s name and select the correct profile.
   
3. Their full transaction history will populate instantly.
   

Pro Tip: #

• Red font indicates a return or refund on that transaction (single item or all items).
  
• Click on any transaction to view full details including itemized sales and payment method.
  

This insight not only helps with returns or questions, it also gives you a clearer picture of customer buying patterns, aiding upsells, loyalty efforts, and tailored recommendations.

Why It Matters: Features & Benefits Recap #

Two-Way QuickBooks Sync #

• Real-time customer updates between register and QuickBooks Online
  
• Customers created in register instantly appear in QuickBooks Online and vice versa
  

Smarter Customer Engagement #

• Personalize service at checkout with immediate access to preferences, notes, and purchase history
  
• Strengthen relationships through name recognition and tailored product suggestions
  

Easy Profile Management #

• Update contact details, addresses, tax settings, and more
  
• Track important customer data in one place without extra systems or spreadsheets
  

Sales Insight & History #

• Spot trends, loyalty behavior, or potential for promotions
  
• Review any transaction with a few clicks

Final Thoughts #

The Customer Management module in register helps you move beyond transactional service to relationship-driven growth. With synced data, intuitive tools, and personalized insights, you can treat every customer like your most important one and make every sale smarter.

If you’re using QuickBooks Online, this module plugs in perfectly to complete your operational loop from the front end to the back office.