QB Simple Start QB Regular QB Pro QB Accountant Cust. Manager Quick PayRoll Comparison Home
 

 

 Training Sched   Contact Info Pricelist
 

 QuickBooks Customer Manager
                     The easiest way to manage your customers and suppliers and
                              streamline your business

All the features of
Quick Books Customer Manager
Standalone
Integrated with QuickBooks
Fast and easy 5-step start-up wizard • •
Free 30 days online support • •
See Frequently Asked Questions on every screen • •
Link customers and suppliers to projects • •
Track relationships among customers referrals, suppliers and projects • •
Customizable data fields • •
Filter and sort contact lists, to-do lists,
project lists or history		 • •
Schedule appointments and reminders • •
Turn pop-up alerts into a letter or e-mail message • •
Launch emails or letters with pre-filled addresses • •
Attach files such as letters, faxes, e-mails and spreadsheets to customer records • •
Integrates with MS Outlook and MS Outlook Express • •
Store multiple addresses, phone numbers and e-mail addresses per customer • •
One view of your customer, contact and financial data   •
View customer’s open balances and revenues   •
Link to specific financial transactions in QuickBooks   •
One-click access to both financial and non-financial data   •
Eliminate double entry of customer information   •
Find your most profitable customers
 		   •
 
Format Windows 2000/XP
 

Key Features:

  1. Integrates with QuickBooks 2004 and higher or runs as a standalone package
  2. Easy to learn, set up and use
  3. Easy one-click access to all customer data
  4. View all contact and historic information, on one screen
  5. Access on-screen help
  6. Keep all customer information together on one screen
  7. See pop-up alerts for important to-dos and appointments
  8. 30 Day money back guarantee
  9. At-a-glance Big Picture for Every Customer
  10. Integrates with Microsoft® Outlook
  11. Quickly Identify Good/Better/Best Customers
  12. Schedule Appointments, Reminders and To-dos
  13. Track Key Project Information
  14. Customisable Data Fields
  15. Attach Relevant Files to Customer Records
  16. Track Important Business Relationships

Product:

QuickBooks Customer Manager 2006

print this page