I'm meeting a new (just got call yesterday) client tomm to set up QB2002 Pro. They are "financial services co".
Just wondering if anyone has any favorite tips/ideas specific to this industry they'd like to share. (not much in the "qb & your industry" for me.)
using Quickbooks for a consumer loan company/financial svcs
October 10 2002, 12:05 PM
I also have a finacial services company. We currently use industry specific software for tracking individual customers. It does not export to Quickbooks. How do I use Quickbooks for all of my other accounting, and how do I use the summary reports from my other software? I would rather not enter individual clients into quickbooks (since we already do that with the other software). Any ideas?
