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QuickBooks® Customer Manager
QuickBooks Customer Manager is the easiest way to provide your customers with great service.

• Consolidates all your customer information in 1 place
• Manage your schedule and important tasks with pop-up reminders so nothing falls through the cracks
• Easily communicate with multiple customers through mass email  
• Bring important dates into the Calendar including birthdays, anniversaries, or custom date field. 

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• Simple and fast to set-up, learn and use, to get started, just answer some simple questions about your business and you’re up and running in 2 minutes or less.
• Easily create professional looking estimates, invoices and sales receipts customized for your business
• Save time otherwise spent on manual and redundant tasks
• Calculates your sales tax automatically in your estimates and invoices.
• No re-entering data: Automatically enters (“quick-fills”) previously-typed information and convert estimates or quotes to invoices with a single-click.
• Email invoices and estimates as PDF files.
• Get paid accurately paid by gaining more control of your invoices
• Easily track payments against invoices by viewing a list of your outstanding invoices to see which ones have/haven’t been paid, under the reports tab.

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