Difference between QuickBooks Desktop and Online Versions of Customer Center

The differences between QuickBooks Desktop and QuickBooks Online utilize to be somewhat wide... As a growing number of users access into QuickBooks Online, the development group is perpetually working towards bridging the GAP to generate the 2 programs exactly the same. However, for the time being that they aren't! . The Customer Center is still a region which differs heavily.

Many Years ago, Intuit introduced the Customer Center in the desktop versions of QuickBooks. This beneficial feature functions as a clearinghouse for all of your sales-related information, pulling together information and links to assist you to save time (and clicks) because you operate on customer issues.

A customer listing in QuickBooks Online

The 2 applications do share several attributes, however. Using either, you are able to:

Email and print revenue types, and It allows for more information input and provides more tools and display information.

QuickBooks desktop's customer listing

Critical Contact Options

The most obvious difference lies in the thickness of touch options. In QuickBooks Online, you may only enter information in fields provided for address, email, phone, mobile, fax, other and website. The desktop version offers those and another phone, multiple shipping addresses and four on line touch options, including social media sites and miscellaneous URLs.

QuickBooks Online's contact documents include four tabs in the lower left corner. The first is that the true contact information. Others provide fields for notes; a tax donation number and checkbox indicating that the customer is taxable; along with payment details, favored form delivery process and payment provisions. The desktop version's tabs open windows which allow all of this information plus credit limit, price level, more detailed earnings tax information and many custom fields.

Customer records in QuickBooks desktop computer have contact management options that the online version doesn't. You can view related transactions and input additional contacts, to-do items and notes.

Desktop QuickBooks' contact management options

Still More Differences

Other components which exist in the desktop version of QuickBooks' Customer Center are missing in QuickBooks Online. As an instance, there's no international transaction column (in the desktop version, it is possible to toggle between a list of customers and transactions in the left sidebar). You are able to send reports to Excel by clicking on a button in QuickBooks Online, however there is no automated mail merge (you can probably find out a workaround for this job in a QuickBooks course). Along with also the Collections Center is not available in the online version.

QuickBooks Online has sufficient processing power and flexibility to serve the needs of several smaller businesses. And its user friendly interface is top-notch. However, QuickBooks desktop is still superior in this region.

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