Tag Archives: Custom Field

Save Time and Strategize with QuickBooks Templates

QuickBooks templates can not only help you get your work done faster, but they can also help you gather data so you can make better business decisions and strategize more effectively. In the case of saving time, you can have … Continue reading

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Tracking Your Source of Leads

How customers find you is important to know. If you pay for advertising, attend networking functions, belong to associations, have people refer to you, you want to know which marketing channels are best to use – and which you might want to drop. You may also want to reward those who refer to you, whether it be a simple thank you note, or a gift of some kind. So tracking source of lead and referrals can be very useful. Continue reading

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Gathering Information That’s Most Useful to YOU

What information could help you better identify your ideal customer or product/service? One of the most powerful yet under-utilized tools in QuickBooks and Point of Sale (POS) is Custom Fields. You can use Custom Fields for Customers, Vendors, Employees and Items. I found when looking closer at my ideal client that I needed to track additional information. So, I set up Custom Fields to help me. Continue reading

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