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Quickbooks Collections Advice

Hello.

We are looking for input on a good way to manage accounts receivables / collections with Quickbooks. We are not looking to sync our company information with someone else's servers so that rules out the "cloud" approach for us. We were hoping that there is a desktop / on premise or spreadsheet that could help us with this. Maybe there good builtin functionality that we're not aware of?

Thank you for any help you can give.

We have Quickbooks Enterprise version.

Scott McDaniel (EE MVE )

Quickbooks Enterprise includes a Collections Center, but you have to enable it. To do that:

Select Edit > Preferences
Click Sales & Customers
Check the Enable Collections Center box
Click OK

It's pretty simple, just shows you what's due (and almost due), allows you to take notes, etc. You can email notices, but I don't think you can print those notices.

prophet001

ASKER

Hi Scott. Thanks for the info. I didn't know that existed. We were hoping to find something that had a little more to it though.

Thank you.

Scott McDaniel (EE MVE )

There's not much there, for sure. I haven't found anything else that integrates with QB, but I admittedly haven't look around much.

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prophet001

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Scott McDaniel (EE MVE )

There's really not. QB doesn't have much of anything regarding collections, at least for builtin stuff. You have to go outside of QB for any kind of help with that (and most of that would be cloud-based).