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Phil Murray VP of Finance & Administration

Customer Collections Tracking System for QuickBooks

Asked on May 9, 2013

Is anyone aware of a third-party app for QuickBooks that helps you keep collection notes/history for customers/invoices? This is a huge deficiency in QB's and I've not yet found an add-on that addresses this.

Answers

Phil Burch VP and CFO • April 19, 2010

You may want to look at a cloud software called CreditPoint. It is an amazingly powerful credit management system. But I believe it is scalable down to QB.

Phil Murray VP of Finance & Administration • April 19, 2010

Thanks for the tip- I'll check them out...!

Anna Bielecki Chief Financial Officer / Controller/Senior Consultant • April 20, 2010

My clients use SmartVault It's very efficient and can be used for other accounting functions. It's just notes and attachments web-able system. You can access it from anywhere.
My clients are moving towards storing all scanned documents on it because remote access is more and more popular.
Good luck,
Anna