How to Use QuickBooks’ New Customer Groups

You can now create groups of customers and automate the process of sending payment reminders. QuickBooks has a new set of tools that can help you deal with what is probably one of your most pressing problems: getting customers to pay. Here’s how to use this new feature. Creating Your Groups QuickBooks has added an entry in the Customers menu …

What Sales Orders Are and When to Use Them

They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in. You may never need to create a sales order for …

Prepare Targeted Quickbooks POS Customer Lists

Prepare Targeted QuickBooks POS Customer Lists For Constant Contact Email Campaigns   If you use QuickBooks Point of Sale, you’re sitting on a terrific customer database that you can use to build creative, cost-effective email campaigns through Constant Contact. This twosome can provide a tremendous boost to your marketing and communication strategies.   The process involves moving through simple wizards …