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Maximize Your Marketing Efforts Using QuickBooks

QuickBooks can be a useful tool in analyzing how your customers find you.  By utilizing all the features in the Customer Center you can send discounts to customers on their birthdates, sending Thank You cards or gifts to a networking contact that has referred business to you, or even identify the types of advertising that is the most successful.

Here’s how:

First, set up a list of the various sources you use to attract customers and any networking contacts in the Customer Type field.  In the Lists menu choose Customer Type List under Customer & Vendor Profile Lists.  Simply add the sources by clicking New on the Customer Type button found on the lower left corner of the screen.

                                                                         Screen shots © Intuit Inc. All rights reserved

Now that you have your sources set up as customer types with each new customer just identify the source of the client in the Type field found on the Additional Info tab in the New Customer window.  You can also edit the customers you have already set up in QuickBooks.

                 

                                                     Screen shots © Intuit Inc. All rights reserved

To pull up a report to see where you income is generated from, go to Custom Summary Report under the Reports Menu.  Identify the dates for the report and choose Customer Type as the columns and Income Statement for rows.

                       Screen shots © Intuit Inc. All rights reserved

Here is an example of this report:

                                                                              Screen shots © Intuit Inc. All rights reserved

Notice that the Internet Search was the most profitable and referrals from Jane were significant.   Radio and local paper ads were not as successful.   I would suggest modifying the report to change the report name on the header/footer tab (which the example shows) and then Memorize this report.

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