Can Stored client contacts be separated For us Estimates go to the projects teams whilst invoices go to the Finance / Accounts office. How can this be dealt with simply?

There are several ways to navigate the separation of contacts to facilitate proper transaction routing in QuickBooks Online (QBO), shortcutuk. Below, I'll outline the available options.

Currently, directly separating client contacts to specific teams for designated transactions is not feasible within QBO. Nevertheless, you can assign a user the role of Receivable Manager, which is the closest role that matches this function. Here's how you can do it:

1. Go to the Gear icon, then Manage users.
2. Locate the user’s name and click Edit under the Action column.
3. Select Receivable Manager from the Roles dropdown.
4. Hit Save.

Alternatively, you might want to explore the QuickBooks App Center suited to your specific needs.

In addition, you can enhance clarity by including notes in each customer's profile to specify which tasks the Project Teams should handle and which the Finance/Accounts office should manage for estimates and invoices, respectively. Please refer to the steps below.

1. Navigate to the  Customers & leads, then proceed to Customers.
2. Choose a customer from the list, then Edit.
3. Tap Add Notes and add the information in the field.
   
4. Finally, Save.

Furthermore, QBO Advanced includes a customization feature which enables you to create workflows for automating common operational tasks. This functionality allows you to send reminders to your team for specific tasks, such as reviewing open invoices. Please note this is the closest feature available and is exclusive to the QBO Advanced subscription.

For future reference, if you wish to personalise your sales forms and match them to your company, feel free to visit this article: Customise invoices, estimates, and sales receipts in QuickBooks.

Each of these can help streamline your processes and ensure the important tasks are directed to the appropriate teams. If you have a follow- up questions or concern, please do not hesitate to reach out for additional guidance. We're here to help you optimize your QBO experience and keep your operations running smoothly.