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Old 05-11-2013, 05:46 PM
Dyllan78 Dyllan78 is offline
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Location: Virginia
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Quickbooks question?

Is anyone using quickbooks to keep track of the customers that have service contracts. If so how? Am i going to have to purchase another program? I thought when i purchased the program it would help me keep track of customers and the work that they signed up for throughout the year.
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Old 05-11-2013, 06:02 PM
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PamlicoLawnCare PamlicoLawnCare is offline
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Location: Oriental, NC
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QB will show all customer history.

Go to "customers", highlight a customer, then go to "find in transactions".

It will show all of the history for that particular customer in descending order and you can click on any of the transactions in that history to view or edit it.

You can also create individual reports for each customer.

You'll want to spend some time familiarizing yourself with QB...it will take some time to get the hang of it but it will come.
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Old 05-11-2013, 06:09 PM
Dyllan78 Dyllan78 is offline
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So in few word, if i take the time to learn this software i will be able to do pretty good with managing customers and scheduling.
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Old 05-11-2013, 06:38 PM
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PamlicoLawnCare PamlicoLawnCare is offline
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Quote:
Is anyone using quickbooks to keep track of the customers that have service contracts. If so how? Am i going to have to purchase another program?
When creating or editing individual customers in QB, you can create and edit specific text fields.

Use these additional text fields for specific service contract information such as start and end dates, lot size, frequency of visits, etc...

Quote:
So in few word, if i take the time to learn this software i will be able to do pretty good with managing customers and scheduling.
Managing customers?...absolutely.

Scheduling?...No.

For scheduling, you can use Yahoo Calendar, Google Calendar, etc...they are free.

Personally, for scheduling, I use a large spiral bound daily/weekly/monthly planner...get 'em at Staples, Office Max, Wal-Mart...

I find that easier and quicker than dealing with scheduling software.

Then I can transfer any information that I need to from the planner into QB at billing time.
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Old 05-12-2013, 12:31 PM
birddseedd birddseedd is offline
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Scan your service contract and attach it to the customer in QuickBooks. For scheduling use excel. You can use it on your phone. And when you are done with your route you can import the invoices into QuickBooks in about 20 seconds. No matter how many there are
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Old 05-12-2013, 12:41 PM
Dyllan78 Dyllan78 is offline
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you guys have been a big help thank you
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