Tracking customers in Quickbooks?

[nope327]

Hey guys,

I run a business who sells cell phone cases. We sell on our own website using Stripe, on Amazon, and on Paypal. I was wondering if there was an automated way to import contacts and payment status. Thanks guys!

-Kyle-

 

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[seven]

What would you like to track exactly?
Or you just need to import invoices? Or orders to create invoices?

 

[nope327]

I would like to track basic customer information from a few different sources (Amazon, Paypal and our site that uses stripe). Things like name, address and shipment status (paid, returned, partial returns).

Thanks.

 

[DervumDer]

The mileage tracking feature in QuickBooks tracks only the miles you drive using company vehicles, not other vehicle expenses, such as fuel or tolls. Likewise, you don’t use QuickBooks mileage tracking to record miles driven by employees, vendors, or subcontractors, which instead go straight to an expense account. For example, if a vendor bills you for mileage, when you enter the bill in QuickBooks, you assign that charge to an expense account, such as Travel-Mileage. When you write a check to reimburse an employee for mileage driven, you assign that reimbursement to the expense account for mileage.

 

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[SABmore]

Options:

1. Since you are getting data from numerous services, one service to possibly consider using is: https://zapier.com/

They allow you to easily connect different services together, and based on events (eg- a customer pays) have it trigger an action that then could push data in to QB.

2. Use a CRM system that integrates with the services you are using, including QB.

3. The alternative is that each of the services you are using (Amazon, PayPal and Stripe) allow you to export your customer/payment data. In each case it will be a Comma Separated Value (.csv) file, which you can then open with Excel/Google Docs. Quickbooks allows you to import this data as well, but since it won't likely be an exact match to your QB set up, you may then want to combine all of you data into Excel, format as you need and then import into QB.