Question

What is the best practice to track collections activities in QB Online?

Forum|Forum|2 years ago
June 25, 2024
2 replies
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I need to track and log collection activities taken. Calls, emails, and responses, for example. Should be kept in Customer notes and reference any specific related invoice numbers or in the invoice notes (requiring duplication in each applicable past due invoice)?

QuickBooks Online

A

AileneA

Hi there, accounting625.

Currently, QuickBooks Online does not have a built-in feature that allows you to directly add calls and emails when asking about customer payments and responses.

However, you can use Invoice notes as a workaround to record any relevant communication with customers regarding their payments. This will help you keep track of all interactions and maintain comprehensive payment records.

While the Customer notes, are intended for internal purposes only. As a result, they will not be visible when you run the audit log.

Additionally, you can create and upload custom form styles to add necessary information to your sales forms in QBO: Add custom fields to sales forms and purchase orders in QuickBooks Online.

You can always get back to me if you need further assistance adding notes to track log activities. I'll gladly help you out again. Have a good one.

4

4Gal

@accounting625

Consider having a CRM app to sync with QBO.