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claysseptic
October 1, 2024
Question

Is there a way to call customers through QuickBooks software?

  • October 1, 2024
  • 1 reply
  • 0 views

Currently using QuickBooks online. Wondering if we can make phone calls through the QuickBooks software or if we have to have another software to accomplish this?  If we do need another software is there one anyone would recommend?

 

1 reply

K
KimberlyS
October 1, 2024

We appreciate you bringing this up here in the Community, claysseptic. You're unable to call customers through QuickBooks Online (QBO). Allow me to add an alternative instead so you can achieve your goal.

 

Several third-party applications are made available to ensure your business needs are met. You can utilize one and integrate them into the software to communicate with your customers.

 

Here's how to find one within the product:

 

  1. Open your QBO company.
  2. Select Apps from the left pane and head to the Find apps page.
  3. Enter a keyword from the Search field and pick your preferred app.
  4. Click Get App Now and follow the onscreen instructions to complete the integration process.

 

You can also explore more options through this link: QuickBooks App Store.

 

On the other hand, when you're ready to make and send invoices, you might want to browse this material for guidance: Create invoices in QuickBooks Online.

 

We're always ready to assist you with future concerns about getting in touch with customers in QuickBooks Online. Kindly tag me with your reply on this thread to notify me when you need a hand.

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