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Customer Collections Tracking System for QuickBooks

Is anyone aware of a third-party app for QuickBooks that helps you keep collection notes/history for customers/invoices?  This is a huge deficiency in QB's and I've not yet found an add-on that addresses this.


Phil Burch
Title: VP and CFO
Company: Nichols Brothers
(VP and CFO, Nichols Brothers) |

You may want to look at a cloud software called CreditPoint. It is an amazingly powerful credit management system. But I believe it is scalable down to QB.

Phil Murray
Title: VP of Finance & Administration
Company: Kimbia, Inc.
(VP of Finance & Administration, Kimbia, Inc.) |

Thanks for the tip- I'll check them out...!

Anna Bielecki
Title: Chief Financial Officer / Controller/Sen..
Company: ToBe Enterprises
(Chief Financial Officer / Controller/Senior Consultant, ToBe Enterprises) |

My clients use SmartVault It's very efficient and can be used for other accounting functions. It's just notes and attachments web-able system. You can access it from anywhere.
My clients are moving towards storing all scanned documents on it because remote access is more and more popular.
Good luck,

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