Tag: Customer Management
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.
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, […]
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 […]
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 […]