Sales/Customer Mgmt

Sales and Customer Management

Track Hundreds of Thousands of Customers

Give your business room to grow with the capacity to add and track hundreds of thousands of customers, vendors and employees. That’s more than six times the capacity of any other QuickBooks product.

Find Key Customer Information Instantly

The Customer Center puts all your important customer details in one simple screen. See all your customers, exactly what they owe, and view the entire transaction history (estimates, invoices, received payments, and more). Filter by active customers, open balance or invoice, received payments, or create a custom filter.

Create & Send Estimates, Sales Orders, Invoices

Create estimates, invoices and sales orders in seconds and email them to your customers right from Enterprise Solutions. Enterprise Solutions simplifies your workflow. You can duplicate and edit previous estimates to save time over creating new ones from scratch. You can instantly turn estimates into invoices and convert sales orders into purchase orders or work orders for your production floor.

Use Foreign Currencies on Sales Transactions

Apply and calculate foreign currencies automatically on sales transactions, such as sales orders and invoices, so you can do business with your international customers more easily.

Set Custom Pricing & Billing Levels

Fine-tune your pricing structure for up to 100 types of customers or programs. Link a price level to any customer and Enterprise Solutions automatically applies the correct discount to estimates and invoices.

Service related businesses will benefit from the ability to bill out employees at different rates. You can vary rates by client and service, for even more flexibility. After you’ve set up your rate levels, Enterprise Solutions applies the right rates to estimates and invoices automatically.

Manage Multiple Customer Addresses

Add up to 200 shipping addresses and multiple email addresses per customer and make tasks like shipping and invoicing easier than ever before. You can set companywide default “copy” (cc) and “blind copy” (bcc) email addresses to pre–populate for each customer.

Apply Payments & Calculate Sales Tax

Enterprise Solutions automatically tracks every invoice until it’s paid. Payments and credits can be applied to one invoice or several in a few simple steps. Track and apply sales tax and non”taxable sales automatically on every invoice, sales order and receipt.

Design Professional-looking Sales Forms

Easily design and use custom forms, such as estimates, invoices and sales orders. Choose from more than 100 pre-designed, professional-looking forms and customize them to look and work just the way you want. Add your logo, create and use custom fields, and set fonts and colors. The auto preview feature allows you to customize your forms in real time so you know how they will look before you print them.