You may have noticed a new feature recently added to Customer Manager Online - Past Due Balance. Past Due joins Open Balance and Total Revenue in the QuickBooks Snapshot, for customers who set up sync with QuickBooks 2009.
QuickBooks Snapshot
These three key financial indicators give quick insight into customers’ financial standing, so you can provide better service to customers. In conversations with Customer Manager Online users the QuickBooks snapshot has been a hit. Here’s what I’ve heard:
- With Total Revenue, users can tell who their best customers are and can reward them. To try this in Customer Manager Online, simply go to your contact list, filter the list by customers, and sort the Total Revenue column. You can quickly see your top customers!
- With Past Due, users can quickly see customers overdue on a payment and can contact those customers. To try this, go to your contact list, filter by customers, and sort the Past Due Balance column.
- With Open Balance, you can easily find customers that owe you money (but who aren’t overdue). To try this, go to your contact list, filter by customers, and sort by the Open Balance column.
How are you using the QuickBooks Snapshot feature in Customer Manager Online? Is this useful for your business?
Quick tips:
- To filter your list to only show customers, go to the contact list, then, under Contact Type on the left hand side, click Customer.
- To sort your list, click the column header of the column you want to sort by
- To show or hide columns from the contact list, change the view by clicking the Show/Hide Columns button in the upper right of the list
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Would really like to be able to see actual transactions.
Hi Laura,
Great feedback! This is something we are working to incorporate into Customer Manager Online. What type of financial transactions would you like to see - estimates, invoices, payments? And what information about those transactions is important to you?
Thanks,
Sadie