• Open QuickBook
Files without using QuickBooks.
• Super-Fast Customer Navigation.
Move from one customer to another about 10 times
faster than doing it from within QuickBooks.
• Super-Fast Search by name, company, phone, fax,
address, note, etc. Each time you search for a
client, we remember the search and you can always
look up all the previous searches that you have
• Quick Edit of a Customer’s Name, Company, Phone,
etc. Simply update the customer's name and
phone number without going to other screens to do
• View Invoices and Payments for a Customer or All
Customers. This will also give you a total for
all Invoices and Payments.
• View all new Notes for all customers based on a
selected date. If you have multiple people
writing notes, you can quickly review all the
written notes by anyone about any of your customers.
• Search for Notes.
If you include Serial Numbers for products you sell,
you can now write them in the notes and search by
Serial Number to see who owns the product.
• Search Emails. If
you get an email from someone, but do not know who
the person is, enter the email in the Search Box and
Clients and add New Notes about the client all from
within the same screen.
•Email a single client or
custom messages. You can also email all
customers having a balance.
Please submit your
Balance of <<Balance>> as soon as you can.
When you email custom messages, you can also
attach up to 2 files to your custom message.