Sales and Customers
Improved!
E-Invoicing
A smarter solution for sending invoices and recording payments. Now, email invoices to your customers with a Pay Now link. All completed payments will be automatically applied to the invoice record, making invoice tracking a snap.
New!
Auto-Copy Ship-To Address from Service Order to Purchase Order
Put an end to manually inputting addresses from your SO into your PO with the new auto-copy ship-to address function. When creating a purchase order from a sales order, simply check a box to copy over the ship-to address. QuickBooks Enterprise will remember your preference, so the auto-copy box will be checked for you next time automatically.
Disallow Selling to Customers with Overdue Payments
QuickBooks now gives you the option to prevent selling to a customer who is overdue on payments. QuickBooks Sales Customers.
Job Costing
Track reps by job and use customizable purchase forms to view expenses by rep. Filter reports by job status and run Work-in-Progress and Committed Costs reports.
Default Classes
Save time and improve accuracy by assigning default classes to items, accounts or names. When filling out transactions, QuickBooks automatically assigns the default class - you can change it at any time.
Lead Center
Track and follow up on sales leads in the new QuickBooks Lead Center. Easily import existing leads. When your lead becomes a customer, move the lead's contact information into the Customer Center with one click. QuickBooks Sales Customers
Automatic Price Adjustments
Set a default percentage or dollar amount markup for your items. When costs change, choose to increase sales prices by your markup amount, or have QuickBooks automatically make the changes for you. QuickBooks Sales Customers.
More Price Levels
Now you can add up to 750 different prices in the price level list.
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. QuickBooks Sales Customers.
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. QuickBooks Sales Customers.
Quickly Prioritize Customers with the Customer Snapshot
The Customer Snapshot gives you a consolidated view so you can assess at a glance each customer's purchase history, outstanding balance, and other key metrics so you can make timely decisions on customer requests. QuickBooks Sales Customers.
Rapidly Add or Edit Multiple Customers
Save time by entering and editing your customer information in bulk from one spreadsheet view. You can even copy and paste data from other spreadsheets.
Track Unique Information with Custom Fields
Use custom fields to capture, track and report on the unique customer information you need. Set custom fields to accept certain formats such as date, phone number, or select from list to reduce data input errors and improve the quality of your data output. Plus use advanced filtering and sorting to run reports on the custom field information you care about. QuickBooks Sales Customers.
Send Estimates, Invoices or Sales Orders
Create estimates, invoices and sales orders in seconds and email them to your customers right from QuickBooks Enterprise. QuickBooks Enterprise 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.
Invoice Many Customers at Once with Batch Invoicing
When you are invoicing many customers for the same service, you'll be able to save the time previously spent on creating individual invoices by using QuickBooks' new batch invoicing capabilities.
Give Your Sales Forms a Distinctive Identity
Ensure that your invoices and other forms get the attention they deserve. Access FREE professional designs that you can customize for your business. Create a distinctive look and apply it across all your invoices, statements and other forms all at once.
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 and Billing Levels
Fine-tune your pricing structure for up to 100 types of customers or programs. Link a price level to any customer and QuickBooks Enterprise 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, QuickBooks Enterprise applies the right rates to estimates and invoices automatically.
Manage Multiple Customer Addresses
Store multiple email addresses and an unlimited number of shipping addresses per customer to make tasks like shipping and invoicing easier than ever before. You can set company-wide default "copy" (cc) and "blind copy" (bcc) email addresses to pre-populate for each customer.
Apply Payments and Calculate Sales Tax
QuickBooks Enterprise 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.
Easy Setup and Integration with TrueCommerce EDI by HighJump
Save time while meeting customer requirements with TrueCommerce EDI by HighJump, the preferred electronic data interchange (EDI) solution for QuickBooks Enterprise. EDI is the most widely-used form of business-to-business electronic commerce to automate order processing with your major customers.
Set-up with TrueCommerce EDI within QuickBooks Enterprise is fast, easy and reliable. TrueCommerce EDI includes ongoing mapping updates and access to unlimited phone support from knowledgeable EDI professionals at no additional charge.
TrueCommerce EDI Transaction ManagerTMand one trading partner is included with QuickBooks Enterprise at NO charge!1Monthly network fees will be based on data transactions.
