Use QuickBooks for Contact Management and Organization

QuickBooks can be very useful as a contact management tool when dealing with customers. In Quickbooks, open a customer and choose the Additional Info tab. You will see a box labeled "Custom Fields." Click on the define fields button and you can customize what you would like to name these boxes. Such fields that might be useful to you would be spouse's name, membership anniversary date, call-back dates, referral source, birthday, shipping date, renewal date, etc.

You can then customize reports to include the information you have added to these fields. In the customer contact list which is located under reports/ customers, you can include the spouse's name as a column so that you can have this information for thank you notes or other various items you would send. You could also include the contract date or renewal date or other items that might be relevant to your business. You can also memorize this report so that it will be handy next time you need the information quickly.

QuickBooks will also include this information on labels (File/Print Forms/Labels) or letters that you can print from QuickBooks. In order to create letters, choose company then prepare letters with envelopes. Here you will find a list of predefined templates for various letters including collection letters, customer letters, etc.

QuickBooks can be a great tool for managing customer relationships. Many users do not realize they do not need to purchase additional software such as CRM software to manage this information. If you need additional information, or would like further training on QuickBooks, please do not hesitate to call our office.