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.

Fishbowl, QuickBooks

Updating Customer Addresses In Fishbowl

Here at ACSI we do a lot of work via import files.  We recently learned that you cannot update customer addresses in Fishbowl via a mass import/update file.  You can modify customer information, such as terms, but not addresses.  We were able to do an initial import of all the customer addresses, but we soon realized a modification needed to be made.  Therefore we created an update file, but were unable to successfully import it.

We were able to verify with the Fishbowl Support Staff that addresses currently cannot be updated via an import file.  It is on the developers “to-do” list and it should be available in the next release, currently estimated to be made available sometime in January 2010.