There is a great budgeting feature in QuickBooks – backed up by useful variance analysis reports. We like the memorised transaction facility (so you can automate many tasks).Īs well as complete time and job-costing accounts, it offers the ability to generate estimates and also a proforma invoice. Made the sale? Convert a lead into a customer without re-entering informationĮntering customer and supplier Invoices in QuickBooks is very easy. When a potential customer calls, you can pull up their details in moments Log and track new leads – mark them hot, warm or cold Whether it’s a stab in the dark or a dead cert, it helps you follow up every single opportunity. The QuickBooks Lead Centre is a fast, efficient place to log every lead your business gets.

– New much improved interface Easily track your sales leads Now you can attach documents (supplier purchase invoice, delivery docket, customer POs) when you enter an invoice or bill in QuickBooks. You can also get a review of what you and colleagues have as open/urgents to-dos. While it’s not a fully fledged CRM system – it’s certainly offers a lot of what’s really required. You can even set follow up actions/ to dos. Now in QuickBooks you can log last call event, last document sent, last correspondence. QuickBooks Desktop Premier Accountant 2019 now allows you to easily merge duplicate vendor names through the new Merge Duplicate Vendors feature which allows you to easily combine up to four vendors, consolidate all transactions to a master vendor and update information as neededĪdd Comments to Reports – for Collaboration / Action

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