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S_E
Level 1

QB customer manager

I am currently using qb customer manager, getting the hourglass of doom entering new items.  We are switching to qb online for 2023.  How can I make an appointment, enter sales quote, then comment history for that customer, like service calls?

Solved
Best answer November 06, 2022

Best Answers
Fiat Lux - ASIA
Level 15

QB customer manager

It is an old product and has different functions with QB Online as an accounting application. What kind of business do you run? You may need a specific app and integrate it with QB Online later.

View solution in original post

2 Comments 2
Fiat Lux - ASIA
Level 15

QB customer manager

It is an old product and has different functions with QB Online as an accounting application. What kind of business do you run? You may need a specific app and integrate it with QB Online later.

AlcaeusF
Moderator

QB customer manager

Hello Fiat Lux - ASIA,

 

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

 

We love to see members supporting one another! Have a great day. 

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