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New Quickbooks Features For Those Who Use Quickbooks

We just released a number of new features all related to our main quickbooks transfer feature. First I’d like to say that if you don’t currently transfer your data out of The Customer Factor into your quickbooks program and you have no plans on ever transferring your data from The Customer Factor into quickbooks, then you can stop reading this particular update. We’ll catch you on the next one. 🙂

However I would like to mention that even if you are not currently using quickbooks in conjunction with The Customer Factor but you may at some point down the road, then I’d recommend you go ahead and read this update. It’ll provide you all the information you need so you can make the determination whether you want to use our quickbooks transfer feature or not. It’s an outstanding time saving feature for anyone who wants to use The Customer Factor combined with quickbooks.

Ok…let’s continue on…

Prior to the introduction of this new quickbooks related functionality this morning, it wasn’t possible to delete a customer in your account and then have the customer get deleted in quickbooks automatically during the next data transfer. So you had to remember what customer you deleted in The Customer Factor and then open up quickbooks and delete them there.

It also wasn’t possible to delete/edit expenses (either amount or expense categories) and have that information update automatically in quickbooks.

In addition, it wasn’t possible prior to this morning’s new quickbooks functionality to be able to delete an invoice in The Customer Factor and have the invoice delete itself from quickbooks during the next data transfer.

So now it is possible to do all this and much more!

This new functionality is a huge time saver and further eliminates the need to work in two programs at the same time. Simply make whatever changes need to made to your data in your account and all these changes, edits, deletions (in addition of course to whatever new data is added) will transfer into quickbooks and update in quickbooks automatically.

For those who need a little refresher or are maybe not quite sure about this quickbooks stuff and how exactly The Customer Factor works with quickbooks, we’d first like to say that we know there are folks out there who have used quickbooks for years and don’t want to quite give it up. Or maybe they have accountants who use quickbooks and their accountants won’t talk to them unless they also use quickbooks.

So we created a specific Quickbooks feature to accommodate all quickbooks users. If you fit into this category, you can can get started with this feature by clicking the “Quickbooks” dropdown under the “Business Center” tab when logged into your account.

Basically what the folks at quickbooks did was create a software connection program that allows two software applications to “talk” to one another. So once you set up and activate the quickbooks inside The Customer Factor, it’s just a matter of clicking one “update selected” button and all the data in your account transfers into quickbooks automatically. It’s truly a one step process.

However it can also be a no step process. What I mean by that is that the connection software actually provides you the ability to set it to auto run every x number of minutes. So you can literally make the transfer process totally hands free where it automatically transfers your data from The Customer Factor into quickbooks every 48 hours for example. It can’t get any easier than this.

Now I would like to emphasize that you do not need quickbooks to realize the multiple benefits The Customer Factor provides. This is important to understand. I bring this up because I recently saw a software program available to service businesses that was more of an add on type of software specifically for quickbooks where you needed quickbooks in order to use their software successfully.

The Customer Factor is not like that. It’s a stand alone software product that has been specifically designed to not rely on any other software program in order to automate and streamline the many tasks that running a service business entails.

As mentioned above, we only provide the quickbooks feature for those who might have accountants who use quickbooks (many of them do) or who are current quickbooks users and they want to continue to use quickbooks to do things like maybe bank reconciliation or other banking tasks.

Before ending this update, I wanted to mention that uncollectable invoice info. in The Customer Factor will also transfer into quickbooks. It’ll transfer in as Bad Debt and a “Bad Debt” account will be created in quickbooks automatically.

Enjoy the new quickbooks features and functionality!

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