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Level 2

We like to keep track of how our customers find us. With the desktop version I was able to do this and run reports. Where can I add this info for this online version?

 
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QuickBooks Team

We like to keep track of how our customers find us. With the desktop version I was able to do this and run reports. Where can I add this info for this online version?

Glad to have you here on the Community page, @oxymagicjerseysh.

 

Tracking lead sources in QuickBooks Desktop is available by entering the details as additional information in a customized field. In QuickBooks Online, you have to option to add the details under the Notes column on your customers' information and simply include the column when running a report.

 

To the lead of sources details:

 

  1. Click on Sales at the left pane, then select Customers.
  2. Tap on the customer's name from the result.
  3. Hit on Edit beside the New transaction section.
  4. On the Customer information window, go to the Notes column, then add the information from there.
  5. Select Save to record the changes. Repeat the steps for the rest of your customers.

 

To run a report with the details added:

 

  1. Click on Reports at the left pane, then select Customer Contact List on the search field.
  2. Go to the small gear icon beside the export icon and select the box beside Note.
  3. The Note column is now added with details on how your customers find you.

 

Post again if you have any other questions. I'm a few clicks away to help. Have a great day!

Highlighted
Level 2

We like to keep track of how our customers find us. With the desktop version I was able to do this and run reports. Where can I add this info for this online version?

Thanks for your reply. Along with Notes, I see from your response that there is also an Additional Info tab. I do not have this tab as an option. Why?

Also, you say to click on Sales at the left pane then select Customers. I do not have Sales listed. I think I have Invoicing instead. Does my version need updating?

Highlighted
Level 2

We like to keep track of how our customers find us. With the desktop version I was able to do this and run reports. Where can I add this info for this online version?

Thanks for your reply. Along with Notes, I see from your response that there is also an Additional Info tab. I do not have this tab as an option. Why?

Also, you say to click on Sales at the left pane then select Customers. I do not have Sales listed. I think I have Invoicing instead. Does my version need updating?

Highlighted
QuickBooks Team

We like to keep track of how our customers find us. With the desktop version I was able to do this and run reports. Where can I add this info for this online version?

Hi there, oxymagicjerseysh.

 

I can shed some light on this matter.

 

When we set up to QuickBooks Online, program will prompt us to tell something about our business. Then, it will provide us options about what would we like to do in QuickBooks. If we only choose the Send and track invoices option, the program will automatically adjust the set up your company according to your choices in the What would you like to do in QuickBooks? section. Instead of the Sales menu, it will turn into Invoicing menu.

In addition, the Additional information tab that allows you to assign a type to your customer is only available in QuickBooks Online Plus and Advance. 

 

If you want to have the Sales menu, I'd recommend getting in touch with our technical supports. This way, they can pull your account and check if they can change the current set up of your QuickBooks account.

 

You can follow the steps below to connect with us:

  1. Click the Help icon.
  2. Hit Contact Us.
  3. Enter "Invoicing menu" in the description.
  4. Select Let's talk.
  5. Choose Get a callback or Start messaging.

Please check out our support hours below to ensure that we address your concerns on time:

  • 6:00 AM-6:00 PM Monday-Friday
  • 6:00 AM-3:00 PM Saturday

If you're new to QuickBooks Online and currently using the trial version, you can create a new company then select all those options. This way, you'll get the most out of your QuickBooks experience. You can use the same email if you wish to register again.

 

As always, I'm just one post away if you need additional assistance in managing your account. Feel free to tag me in your comments.

Highlighted
Level 2

We like to keep track of how our customers find us. With the desktop version I was able to do this and run reports. Where can I add this info for this online version?

I did as you suggested and called into Customer Support. Nothing you said was true. After being on the phone trying to figure things out for 2 hours, I was informed that this option is not available with the Essential package. That would have been a good piece of information for you to include in your answer.

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