QuickBooks Tip – Connect with Customer Messages

Connect with your customers using the Customer Message field. QuickBooks has default messages to choose from or you can create you own. The message field is available for Invoices, Sales Orders or Estimates. Use the customer message to market your special offers, thank your client, or ask for referrals. Be sure to update the messages as needed. One more way to connect to your clients.

Add a Customer Message: Open Invoices, Estimates or Sales Orders. The message box appears below the description area. Click on the drop down arrow to choose your message.

Manage Your Messages: Open Lists and choose Customer & Vendor Profile Lists and click on Customer Message List. The default messages are listed. Click on the drop down arrow in the bottom left hand corner to choose New or Edit functions. Each message can contain about 100 characters including spaces. Great Bonus – it has spell check!

Can you think of other ways to connect to your clients using QuickBooks Customer Messages?

2 Responses to “QuickBooks Tip – Connect with Customer Messages”

  1. Consuela Says:

    Please add me to subscription

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