Hopefully customers are lining up for your product or service, but now you need to figure out a way to manage them effectively. The QuickBooks customer list may not seem like a big deal, but if set up improperly you may regret it later. Entering a new customer into QuickBooks is a simple step that almost any new QuickBooks user can easily figure out. However, by thinking about your customer list a little bit before entering them into QuickBooks you can save yourself a lot of time down the road. You can access your customer list by clicking on the Customer Center button on the main QuickBooks icon bar. Here is my advice on effectively setting up the customer database:
名称
客户名似乎相当直截了当吗?让我提供一条建议:如果你主要向个人出售输入客户名域时使用此格式:最后名第一名。随着客户名表增长,你将很高兴它以姓而非名命名。如果主要向企业出售,则以商业名输入客户名
自始输入所有客户信息
越多客户信息输入越多越多越多越好 路边会建客户数据库功能化,而不是通过程序查找联系信息、手机号、邮箱地址等,你就会在一个数据库中拥有所有信息。使用QuickBooks客户信息数据库比较合理,如果你使用它像收费软件一样使用它。此外,通过从头输入所有联系信息,你将能够利用QuickBooks提供的其他特征
邮箱发票和报表减少可接收账款
By entering an email address for each customer you can quickly email invoices and statements directly from QuickBooks to your customers. This is not only a healthy choice for the environment by reducing paper use, but this may also prove to be a healthy choice for your business. I have found that by emailing invoices and statements the amount of money due from you customers decreases much faster than using other billing methods. Your customers will be more likely to pay in a timely manner if you email them the bills. Using the email function from QuickBooks also makes it easy to send follow up reminders on overdue invoices and balances. You can get a more detailed explanation on emailing invoices and statements from QuickBooks来.
有问题设置有效客户列表或QuickBooks问题发邮件给我.
