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How do you post "referrals" for client business in Quickbooks?


The BIDaWIZ Team's Answer:

A client asked if there was an easy way to track referrals in QuickBooks and then pull a report which provides the referral source.


The fastest way to do this is to use a custom field in the customer information screen on the Additional Info tab and call it Referred by or Referral Source.

1) Then you can just type in the information in the field

2) The information is extracted by creating the customer contact report and adding the Referred by field

The BIDaWIZ Team



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