Do You Have a Customer List in QuickBooks You Might Not Be Emailing? Use It!

We surveyed most of our customers and found out that over half of them use QuickBooks as their contact management/customer data storage. If either you run your own business or are in charge of marketing at your business, there might be some great customer information in your company's QuickBooks that you're not even aware of.

Why not ask the bookkeeper to give you a list of all customers in QuickBooks and see if in fact there are customers in there that you don't have access to, but would love to send email marketing campaigns to. If there are, then you should set this data dump up with your bookkeeper on a regular basis. You don't want to miss a great opportunity to contact your customers, all of them.

If you don't want to bug your bookkeeper, and you use VerticalResponse, we've got a nifty widget on the Intuit Workplace that you can use to port your customer list over. Once you've installed the VerticalResponse for Intuit Workplace app and setup the Workplace Sync application, you'll find an Import Tool widget on your VerticalResponse for Intuit Workplace Homepage. Use the widget to import your Customer records into your VerticalResponse for Intuit Workplace account. It's a snap.

Comments

[dennisfaust]

If you aren't using QuickBooks yet or would like to switch WorkingPoint.com provides FREE, online invoicing, complete bookkeeping and contact management. Once you have your account set up you can export your contact list from WorkingPoint into VR very easily.

[QuickBooks Enterprise]

You are right on the money. I am own a QuickBooks consulting firm myself and we have really started emphasizing this point ourselves to our clients. This is an area that we have found is significantly underutilized, particularly with regard to some of our larger Enterprise clients you would think would already be doing this.

[Janine Popick]

For Cynthia

You are correct, sending to a double-opt in list is a best practice in email marketing. For some companies they choose to send email to those who have a previous relationship with them so this would be the way that those companies would be able to send email campaigns to them. It really depends on your company's email marketing policies.

[cynthia]

I'm confused. Isn't sending e-mails to these people (even if they have purchased from you) considered spamming by your company, if they didn't specifically go to your site and "join" then "opt in" by responding to the verification e-mail?.

[Nick]

Great point, I didn't realize that you integrate with Quickbooks, because I use Quickbooks for my own business as well. It looks really affordable to do this too, definitely worth a sign-up.