You can track your referrals through word of mouth in QuickBooks using tags and custom field features, accounting644. Let me discuss this further below.
You can use the tag feature to track your referrals in QuickBooks. This method allows for easy categorization and filtering of referral sources. However, it is important to note that the tag has a 300-tag limit due to system performance and database management considerations.
For detailed information on using tags, check out this article: What are tags in QuickBooks Online?
Moreover, you can utilize custom fields for tracking referrals. This feature enables you to add specific data points in various sections of QBO. Nevertheless, it is important to note that the custom field is only available for QuickBooks Online Advanced users. If you're using QBO Essentials or lower-tier subscriptions, I strongly suggest considering an upgrade to QuickBooks Online Advanced to access the custom field tool.
Also, you can run reports to gain insights into your business performance, track finances, and make informed decisions based on data analysis.
I'll keep this thread open if you have more questions about tracking referrals in QuickBooks Online. The whole Community is always here to lend a helping hand.
