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Using QuickBooks Online’s Customer Records

June 15, 2018 by Brenda McGivern, CPA

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.

If you’ve been in business long enough to remember tracking your customers manually, you probably remember what a nightmare it was. Maybe you had a card file and paper folders – and lots of sticky notes and calendar notations.

Unless you had an unusually effective organization system, it was probably difficult to find historical transactions when customers called with questions, for example, and you may have experienced cash flow problems because it was hard to keep up with invoices and statements and payments.

If you’re already using QuickBooks Online, you know those days are over. But have you explored all the customer relationship management tools [Read more…] about Using QuickBooks Online’s Customer Records

Filed Under: QuickBooks Online Tagged With: customer records, quickbooks online, quickbooks online customer records

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