Tag: Customer Management

QuickBooks 2011 Customer Snapshot

| October 1, 2010

Expanding on the Company Snapshot feature, QuickBooks 2011 adds a Customer Snapshot that provides several useful summary views of information on specific customers.

Continue Reading

QuickBooks 2011: Collection Center

| September 17, 2010 | 7 Comments

Managing your Accounts Receivable is one of your most important business functions. QuickBooks 2011 has added several improvements that will make this task easier for you, including the addition of the Collections Center. Let’s take a look at what they have added.

Continue Reading

QuickBooks 2011 and QuickBooks File Manager

| September 15, 2010

QuickBooks File Manager is a tool that is available in the Accountants Edition of Premier and Enterprise, and can be used to manage multiple client files. It will help open client files in the correct version of QuickBooks, save login and password information, help you upgrade multiple files, and more. If you are an accountant, […]

Continue Reading

QuickBooks CRM with Legrand CRM Pro

| April 28, 2010

A CRM program is used to manage your relationship with your customers. There are many CRM programs available these days, with a wide variation in pricing and capabilities. As I’m interested in QuickBooks, I’ve been looking at CRM programs that integrate with QuickBooks. Today I’m taking a quick look at Legrand CRM Pro. I will […]

Continue Reading

Credit Holds in QuickBooks

| December 1, 2009 | 10 Comments

It is an unfortunate part of doing business, but sometimes you find that you have to put a customer on credit hold. In QuickBooks it can be difficult to prevent your order entry staff from creating an invoice for a customer who you have placed on hold. Today I’ll talk a bit about ways to manage […]

Continue Reading