Consulting, QuickBooks

Constant Contact And QuickBooks®

Our friends over at AZ Retail recently asked us to create a report for them that would help update their Constant Contact mailing list more efficiently.

AZ Retail specializes in all things retail including QuickBooks® POS supplies, tagging guns and fasteners, price marking guns and labels, as well as a wide range of other store supplies.  When a customer places an order, AZ Retail sends out a “thank you” email via Constant Contact. Generating the list of customers that made a purchase in the last week was becoming a rather time consuming process, and this is why they asked us for a little help.

To help with this problem we created an Excel file that reads their QuickBooks® Enterprise invoices and generates the contact list they can upload directly into Constant Contact. The Excel file has a date range that is used to define the range of invoices they want to report on. When the date is changed, the file automatically looks at invoices and creates a distinct list of customers  who have made a purchase within that range;  displaying the main e-mail address and company name.*

Constant Contact

Constant Contact2

Now that AZ Retail has this new method of updating their Constant Contact list they can make updates in a matter of minutes so that there is no need to go into QuickBooks® to repeatedly run reports, export them to Excel and modify the data until they get a usable list.

If you are using QuickBooks® Enterprise 11 or higher and want a quick and easy way to update your Constant Contact list call or e-mail us today!

If you are using a different version of QuickBooks® and would like a quicker, faster way of updating your Constant Contact lists please e-mail us so that we can create a solution just for you.

* We are currently reporting the top level customer and not at the job level.

Consulting, QuickBooks

Custom Reports – Cash Register Receipt

One of the latest reports we created using the great new Custom Reporting tool in QuickBooks® Enterprise 2011 was a Cash Register Receipt Report that a client requested.  This report allows the client to enter a specific date and see the checks that were received for that day, what invoices they paid off, and then what account those checks got deposited into.

We have this report grouped by deposit account number and then by the check number.  The report displays the check number, date, and customer along with the payment total and total amount of discounts given for the invoices covered by that check.  Additional invoice details from the check such as date, memo, amount paid, discount amount, etc. are displayed as well.

This report will help the client with daily reconciliation of their finances, something very important to their business.  If you have a need to have all this type of info all in one place please feel free to contact us.  We will be happy to customize this report to make it fit the specific needs of your company, or use this as a starting place to create a whole new report for you.

Please note that this report was created using the QuickBooks® Enterprise 2011 Custom Reporting Tool and Crystal Reports XI.

Email us at quickbooks@acsi-az.com or call us at 620.454.9222 to discuss your custom reporting needs.