How to tag a customer for late payment in QuickBooks

December 14, 2011  |   customers,QuickBooks 2012,quickbooks help   |     |   4 Comments

There are a few features I would like to see added to QuickBooks.  This is one of them.  Especially for a larger firm that has a few people entering accounts receivable transactions.  If you want to show a customer name and have it marked not to be used in another sale because the person has not paid the last invoice or has an open balance, how do you do this?

Here is my workaround:

Hopefully some day they will make a feature for customers where you can somehow get a box to pop up that will tell you not to use the customer.  Or a lock to lock out the customer either permanently or temporarily.  But for now, this is the only way I can think of to notify the user not to use the customer in a new sale.

Lynda
Check out my website www.artesanibookkeeping.com

Lynda
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    You know what, I’m very much inclined to agree.

  • http://www.yahoo.com/ Ruvell

    Wow! Great thinking! JK

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