more-arw search

Q&A Forum

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.
 

Answers

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,
Anna

2738 views
Topics
Products and Companies

Get Free Membership

By signing up, you will receive emails from Proformative regarding Proformative programs, events, community news and activity. You can withdraw your consent at any time. Contact Us.

Business Exchange

Browse the Business Exchange to find information, resources and peer reviews to help you select the right solution for your business.

Learn more

Contribute to Community

If you’re interested in learning more about contributing to your Proformative community, we have many ways for you to get involved. Please email content@proformative.com to learn more about becoming a speaker or contributing to the blogs/Q&A Forum.