---
title: create / track customer accounts
description: "## **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](https://abilityregister.com/encyclopedia/checkout/) experience—it also syncs in real…"
url: "https://abilityregister.com/wiki-register/create-and-track-customer-accounts/"
updated: "2026-10-27"
category: workflows.
tags:
  - "account & sales"
---

# create / track customer accounts

## **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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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](https://abilityregister.com/encyclopedia/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.