A Step-by-Step Workflow for Managing Customers Seamlessly in register #
Building strong customer relationships starts with tracking them well. In register by ability business, every customer account you create not only supports a better checkout experience—it also syncs in real time with QuickBooks Online to ensure accurate billing, transaction history, and A/R (accounts receivable) tracking.
This guide outlines a clear, repeatable workflow for creating and managing customer accounts in register, keeping your front-end service connected to your back-end books.
Why a Customer Account Workflow Matters #
A consistent customer management process helps you:
- Personalize checkout experiences and improve loyalty
- Attach sales to the correct A/R or transaction history
- Enable On-Account purchasing and accurate follow-up
- Ensure QuickBooks Online stays synced and audit-ready
Creating and managing customer accounts in register ensures clean sync with QuickBooks—and eliminates double entry or missing info.
10-Step Customer Account Workflow: #
Follow this 10-step process to create, update, and track customer accounts in register #
1. Begin at checkout or Customer Panel
- You can add or select a customer during checkout or through the Manage Data > Customers panel.
- The Smart Search bar allows you to locate or add customers quickly.
- Always check if a customer profile already exists to prevent duplicates.
2. Click “New Customer” (if creating a new account)
- Below the search bar, click New Customer to begin the setup.
- This opens a clean profile window to enter their details.
- New customer creation in register automatically syncs to QuickBooks Online.
3. Enter Basic Customer Information
- Add first and last name (or company name, if applicable).
- Include phone number and email for contact and receipts.
- Fill in billing and shipping address for accurate records and delivery (if used).
4. Designate Tax Preferences & Exemptions
- Assign the appropriate tax code if they’re exempt or out-of-state.
- Select a default tax rate or tag them as tax-exempt with documentation.
- This ensures correct tax calculation during checkout and reporting.
5. Add Customer Notes (Optional)
- Use the Notes field to document preferences, alerts, or service reminders.
- Examples: “Prefers text over email,” or “Needs invoice copy for every job.”
- Notes appear at checkout and stay synced with QuickBooks Online.
6. Save the Customer Profile
- Click Save to confirm the new customer entry.
- The customer now appears in the Smart Search bar for future sales.
- The profile is immediately pushed to QuickBooks for centralized tracking.
7. Attach Customer to Transaction at checkout
- During a sale, search for and select the customer in the “Select a Customer” bar.
- Once attached, the sale links to their profile for reporting and A/R.
- Attaching a customer is required for On-Account payments.
8. Track Purchase History & Balance
- Use the Manage Data > Sales History panel to search a customer and view their full transaction log.
- Review invoices, payments, discounts, and refunds from one screen.
- Red text indicates returned/refunded transactions.
9. Monitor and Manage On-Account Activity
- Customers can charge purchases to their account when permitted.
- Charges appear in the designated A/R account in QuickBooks.
- Payments can be collected later and applied through register.
10. Edit Customer Profiles When Needed
- From the Customers panel, select a profile to open and edit it.
- Update contact info, addresses, notes, or tax settings anytime.
- Changes sync both directions between register and QuickBooks Online.
Summary: Customer Account Workflow Snapshot #
| Step | Action Summary |
| 1. Start in checkout or Panel | Begin by checking for existing profiles |
| 2. Create New Customer | Use the “New Customer” button to open entry form |
| 3. Enter Contact Info | Name, email, phone, and address |
| 4. Assign Tax Settings | Exemption status or default tax rate |
| 5. Add Notes | Save key preferences or service reminders |
| 6. Save and Sync | Profile is stored in register and QuickBooks Online |
| 7. Attach to Sale | Link account during checkout |
| 8. View Purchase History | Use Sales History to monitor transactions |
| 9. Manage On-Account Charges | Track A/R and apply payments |
| 10. Edit Profiles as Needed | Keep customer data current and synced |
Why It Matters: Features & Benefits Recap #
Cleaner Sales Tracking
Every transaction is linked to the correct customer—no guessing.
Stronger Financial Control
On-Account sales and payments flow directly into A/R with no manual adjustments.
Real-Time Data for Teams
Anyone with access can pull up customer history or make edits.
Better Service, Less Friction
With contact info, notes, and preferences at checkout, customers feel remembered.
Final Thoughts #
Because customer accounts sustain the foundation of a personalized experience, each On-Account transaction should adhere to a workflow that keeps your customer data clean, accurate, and reconciled.
