About Megan-Payorcrm

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About Megan-Payorcrm

We at payorCRM are trying to help users get more out of Quickbooks.Check out payorCRM.com for more info on what we do

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Re: Migrating to QB Online woes

Are you moving to QB online just to have the multi user option ?MeganHelping businesses using QB Desktop/Online automate their receivables function

Megan-Payorcrm

Updated Nov 30, 2021
Solved There are apps that work with QB desktop and automate sta...

There are apps that work with QB desktop and automate statements along with accepting customer payments.One such app is - https://appcenter.intuit.com/app/apps/...

Megan-Payorcrm

Updated Feb 19, 2021
Solved Re: Is it possible to set up a client to make automatic recurring mo...

Short Answer : You can't for ACH from within QBAlthough you can use an external app to do that for you .You can use the free version of PayorCRM if the number o...

Megan-Payorcrm

1

Updated Apr 11, 2023
Solved There are other external applications that can automate t...

There are other external applications that can automate this.They can pull invoices and automate the sending of mails based on certain triggers and dates (for e...

Megan-Payorcrm

Updated Sep 23, 2020
Re: Customer ID Number

There is a linked id to uniquely identify a customer .I work with a company called payorCRM which is basically a plugin for QB desktop and Online.You can go ahe...

Megan-Payorcrm

Updated Oct 30, 2022

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