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Aimed mostly that those that ship and do mail order/internet sales.
I take orders on the website and enter the receipts into Quickbooks (QB) that I use strictly for sales/bills accounting (ie I don't use QB for bank balances, only income and expenses for tax purposes).
Using QB to keep track of book work, how much information do you keep in QB? My boss at my last job said using QB to keep track of customer info helps in marketing.
Do you just track orders placed and enter the customer information in as the orders/receipts are entered into QB?
My SOP is enter the info down to address, email, phone during order placement. The customers that don't order aren't entered in QB until they order. I have customers segregated by class (LE agency, retail, wholesale) based on order and then customer type is the state they are located.
My old website had a customer list of over 800 people. With the new site only weeks old, I have a chance to start fresh with a customer base on the website and enter how I want into QB. So far I have 83 customers registered. I'm sitting here entering name, email, phone, and customer type, the last two of which are optional at registration but mandatory at order placement.
Here's my issue. Time.
Using the "enter as placed" method I enter a receipt, create the new customer, finish the receipt and done.
With the "enter customers first" method, I enter the data I have in the CSV file (name, email, phone, type/state) in a quick breeze. Then when I enter the receipts, the name will be in the database and prefill on the receipt.
My QB receipts aren't ever sent to the customer as I use the website's forms.
With the "as placed" method, the info gets put in when needed, ie the sale occurs. With the "customer first" method, the customers that don't buy are entered in QB with at least an email address so I can target them for future marketing in order to persuade them to make a purchase.
I'm a one man show doing the bookkeeping too. What do you guys do and what do you think it best? This is one of those "there's gotta be a better way" nights.
I take orders on the website and enter the receipts into Quickbooks (QB) that I use strictly for sales/bills accounting (ie I don't use QB for bank balances, only income and expenses for tax purposes).
Using QB to keep track of book work, how much information do you keep in QB? My boss at my last job said using QB to keep track of customer info helps in marketing.
Do you just track orders placed and enter the customer information in as the orders/receipts are entered into QB?
My SOP is enter the info down to address, email, phone during order placement. The customers that don't order aren't entered in QB until they order. I have customers segregated by class (LE agency, retail, wholesale) based on order and then customer type is the state they are located.
My old website had a customer list of over 800 people. With the new site only weeks old, I have a chance to start fresh with a customer base on the website and enter how I want into QB. So far I have 83 customers registered. I'm sitting here entering name, email, phone, and customer type, the last two of which are optional at registration but mandatory at order placement.
Here's my issue. Time.
Using the "enter as placed" method I enter a receipt, create the new customer, finish the receipt and done.
With the "enter customers first" method, I enter the data I have in the CSV file (name, email, phone, type/state) in a quick breeze. Then when I enter the receipts, the name will be in the database and prefill on the receipt.
My QB receipts aren't ever sent to the customer as I use the website's forms.
With the "as placed" method, the info gets put in when needed, ie the sale occurs. With the "customer first" method, the customers that don't buy are entered in QB with at least an email address so I can target them for future marketing in order to persuade them to make a purchase.
I'm a one man show doing the bookkeeping too. What do you guys do and what do you think it best? This is one of those "there's gotta be a better way" nights.
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