I am looking for a task tracking software to make sure I remember to follow up with customers, send estimates, or reminders. Integrating with QuickBooks is essential.

Forum|Forum|4 years ago
May 15, 2022
1 reply
3 views

I have 20 clients I’m working with at a single time. How can I best keep track of everything?

QuickBooks Online

LollyNino_C

QuickBooks Team

Thank you for reaching out to us, @info-kkwashing-c.

In QuickBooks Online, you can search for a 3rd party application at apps.intuit.com for any functionality you may need. To see if there's an app that can help you accomplish this, head to the Intuit App Center. Then, type a keyword in the search bar.

You can follow these steps:

On the left panel, click Apps.
Go to the Find Apps tab.
Use the search bar to look for an app.

I added this link if you need help in customizing the sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Stay in touch if you have any other questions regarding estimates. I’ll be right here to answer them for you. Enjoy the rest of the day.

info-kkwashing-cAuthor

Thank you for the generic article re-post. I have already searched these options. I’m curious what others have found in their searches, or what others are currently using,