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QuickBooks Customer Contact Reports

QuickBooks

You may be sending an email blast or calling all your customers to inform them of a policy change. Open your Customer Contact reports to have all necessary information at your fingertips.

The Customer Phone List report shows each Customer’s name and phone number. If you are using the report for property management, it will list all of the tenants’ numbers.

The Customer Contact List report displays all customer contact information including customer name, contact person, billing address, phone number, fax number, and the balance.

Keep in mind that you can customize these reports to show only the information that you need. Memorize the report to access it at a later time.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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