Sales & Customers

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It's simple. It's powerful. And Quickbooks misses the mark.It's the inability to organize customers by type via tags. Maybe I am missing something?The issue is when you have a lot of customers from various streams. For myself, I have both retail customers from my e-commerce (they are numerous and low value) as well as my big corporate accounts which I access much more regularly and want to keep tabs on as they are high value. Unfortunately the way that Quickbooks displays customers, my high value corporate accounts get drowned out by the static that is my ecommerce retail customers.Something as simple as being able to tag clients... ie.. "CORPORATE" and "RETAIL" would be huge. Especially if new customers from my ecommerce platform (squarespace / stripe in my case) were automatically tagged as they were imported. Sub tagging or multiple tags would also be very helpful. ie. "CORPORATE > EDUCATIONAL".Anyways, this is my 3c. My previous life in UX is showing.

I am new to Quickbooks, coming from Sage desktop.  Each month, on the first of the month, we have a direct deposit made into our bank account by a 3rd party payment processing company.  The payments are reoccurring for a subscription service, taken from the clients bank account.  I am not sure how to record the entry into Quickbooks.  I also have to send a monthly receipt to some of the businesses for their records.  In Sage, I recorded the payments that didn’t need a receipt as a batch invoice, then invoiced each payment that needed a receipt  separately and then made a journal entry for the payment processing fees to reconcile the bank balance.  Is there any easier way in Quickbooks?

I have had this problem for a while now, but it is getting worse. My clients are not getting their invoices I send them. I try to send them to 2 of my personal emails then forward it on and I am now not even receiving them. Any thoughts or input on what to do?

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Any details of how to do this would be welcome!

May i check if there is a function for uploading of multiple invoices/journals from excel to the quickbook desktop company file for recording of sales/expenses? Current version I'm using is Quickbooks Premier Desktop 2016 version :)

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Does anyone currently upload Quotes or Sales Order data using API's from a CRM? We have Enterprise Desktop. Would love to know what tool you're using as well as lessons learned. Thanks in Advance!!!

A billed invoice shows as paid 7 days ago but does not show up in my bank account. Does anybody have any ideas?

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