Essential QuickBooks Reports
Do you know who your top customers or clients are? QuickBooks can certainly show you where your revenue is arriving from. This is important towards the owner of a business because the information can be used often.
� By sharing this report with your employees, you can communicate who your top company is and make sure your staff offers them exceptional VIP service.
� Think about recognizing a top client by sending them your own, handwritten note with something of worth?
� Knowing the percentage of income that comes from any one client could be crucial. For example, in the event you lost that client, whatever the reason, would you be able to take care of your revenue? Double check how many your top customer contains!
To create this report, click Reports on the top menu bar. Then click Sales then Sales by Customer Summary. Modify the report by clicking on % of column and then sort by total. It's my job to will hit the collapse button to condense the report back to make it easier to read. This report will help you to see the percentage each client is bringing in as well as being able to easily know the top 10 clients. Create this report is likely to file and get excited how you will use the information to enhance your business!