For me, it is the free QBOA program. So easy to navigate and organize your client list .
That's great to hear @lynda!
I am curious about what types of clients you add to your QBOA Client list. Do you add your QuickBooks Desktop clients here too?
i don't take on Destop clients anymore. But I do add new clients from there. Most of my new customers come to me already in QBO. My firm specializes in working with attorneys, real estate clients, and start up businesses.
The phone support is my favorite as well @SteveChase . They are always helpful and willing to spend the time to get my questions answered...couldn't ask for anything more!