Using QuickBooks as a Marketing Tool

QuickBooks is widely used by small and home offices as a tool to keep track of income and expenses but did you know you can also use it as a marketing tool?


Let me give you some examples: 

Let's say you do facials and about 6 months ago you started selling a new line of skin care products.  When you first got the line of products you told all your customers, but what about the customer you haven't seen in 9 months?  When this customer calls to set an appointment if you open the Customer Information Center in QuickBooks and quickly view their transactions, you will realize you have not told this customer because you haven't seen her since adding the new line.


With QuickBooks you can keep a database of addresses of your customers which may be used for sending holiday cards. One of my best clients is a result a holiday card I sent a few years ago. This client and I had worked together once earlier that year, when she received the card it prompted her to call me and we have worked together on many occasions since.


You can also determine which products or services are your best and worst performers.  With this information you may decide you need to promote the product or service that is bringing in the most, or perhaps promote the poor performer to improve it's sales.  


These are only three brief examples.  Hopefully I have inspired you to look at your own business and determine how you can use QuickBooks for more than tracking your income and expenses, but as a marketing tool too!

I would love to hear how you have used QuickBooks beyond tracking income and expenses!