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Getting Started

Can I use QuickBooks with Customer Manager?

You can sync Customer Manager with QuickBooks Pro, Premier, Simple Start and Enterprise versions 2009 or higher.¹ Intuit Customer Manager does not work with QuickBooks for Mac or QuickBooks Online at this time.

You can share customer contact information and financial information between the two programs. Changes made to customer names, physical addresses, email addresses, and phone numbers in one program are updated in the other, automatically. Key financial indicators such as open balances, past-due balances, total revenue for each customer - are shared from QuickBooks and displayed in Customer Manager. ³

What applications can I import data from?

Customer Manager currently supports integration with QuickBooks 2009 and 2010¹ and contact import from Microsoft Outlook^®2 and Microsoft Excel®. We do not currently support import from QuickBooks Customer Manager 2.5, QuickBooks Online, QuickBooks Mac, other financial management software, or contact management applications. Check back to the site regularly for updates on what applications we will support.

Can I import an Excel file containing a large contact list into Customer Manager?

Yes you can, but for files containing more than 10,000 contacts, you can achieve the best results by dividing your contacts into several smaller Excel® files before you Import.

How much does it cost?

Customer Manager is Free for the first 30 days and then just $9.95/month after that. You can share Customer Manager with up to 5 users and it includes all features listed on the website.

Can I share Customer Manager with others in my company?

To sign up new users, choose Share on the Customer Manager main menu.

What if I want more than 5 users?

If you need to add more users, we can help. Please contact support directly for help.

What is included in the subscription?

Intuit Customer Manager offers all the features listed on the website including access to Customer Manager for Mobile,⁵ secure storage of your data, 24/7 access to your account⁴ and product support at no extra cost.

As a trial user, do I have complete access to Customer Manager or just a portion?

Yes, you have access to all of the great features listed on our website, including Customer Manager for Mobile!

Are the first 30-days really free?

When you sign up for Customer Manager, your first 30 days really are free. Although we will ask for your credit card information to authorize the purchase, your card will not be charged until the 31st day of your service.

Why do you need my credit card when I sign up?

After your Free 30 days have passed, your subscription will automatically be activated to ensure uninterrupted access to your company data. If you choose to cancel during your Free Trial period, your credit card will not be charged.

How do I cancel my subscription?

We're sorry that Customer Manager isn't working out for you. Please submit feedback and let us know why.

To cancel your subscription, follow these steps:

1. Login to your account and click My Account in the top right corner.
2. Click on Applications on the left
3. Choose Customer Manager subscription
4. Click on Cancel Subscription

Even if you cancel, your access will continue through the entire billing cycle.

What type of Internet connection and browser do I need?

We recommend a high-speed internet connection, such as DSL or cable modem. You are welcome to try a slower connection, but it might take you longer to get things done. Customer Manager is supported on Firefox 2 and 3 and Internet Explorer 6, 7 and 8.

Is Customer Manager for Mobile right for my business?

If anytime, anywhere access to your customer information is important to running your business, then Customer Manager for Mobile is perfect for you. Offsite shouldn’t mean out-of-reach. Customer Manager for Mobile lets you access key details when you're visiting a customer. Search for contact information, see open and past due balances for your QuickBooks customers, add and view notes, or see a map of a customer's address. You can even add customers and vendors to your Customer Manager, all while you’re on-the-go.⁵

Will Customer Manager for Mobile work on my mobile phone?

We currently support Apple® iPhone®, BlackBerry^® 8830, BlackBerry Curve^tm, and BlackBerry® Tour^tm. Don’t see your device listed? Let us know which mobile device you’d like us to add.

How do I reset my PIN?

If you can’t remember your PIN and would like to reset it, please click here, enter “PIN Reset “ in the subject bar, and click Submit. You will receive an e-mail from one of our support agents with instructions to reset your PIN shortly.

How many people in my office can have mobile access?

Each employee in the office, who has an account set up for Customer Manager, can also set up Customer Manager for Mobile on their mobile phone. Customer Manager offers access for up to 5 users, so those same 5 users can also set up mobile access. Please check regularly for what handsets we currently support.⁵

Which features can I expect to see in the next Customer Manager for Mobile update?

We add features and functionality based on your feedback. Want to see a new feature or improvement? Give us feedback!

Beta Users

Can I cancel this service if I don't want to use it anymore?

You can leave the Free Beta program at any time without risk or obligation.

What happens to my data when the Beta program ends?

At the end of the Beta program you can continue to use the service by subscribing to the paid version of Customer Manager. Your data will be transferred seamlessly from the Beta program to the new service, so you can continue to run your business without interruption. If you have not signed up for the paid service, you may lose access to your account and the data that you have within it.

I just synched with QuickBooks - why isn't my data showing up?

Getting your data over to Customer Manager is dependent on the size of your QuickBooks company file and the speed of your internet connection. You can monitor your sync progress with Sync Manager, located in the lower right corner of Windows system tray.

If Sync Manager says it is done and was successful, then you should see data within Customer Manager. Make sure you are using the same username and password that you used to Setup Intuit Sync Manager from QuickBooks.

Why can't I delete a contact in Customer Manager after synching with QuickBooks?

Currently, after you've synced a contact with QuickBooks, you can't delete that contact from Customer Manager. However, if you mark the contact Inactive in QuickBooks, the contact will no longer appear in Customer Manager.

I've added some new contact to Customer Manager, how do I get them to show up in QuickBooks?

Once you've added a new contact record to Customer Manager, you can tell Customer Manager to sync it with QuickBooks by editing the contact record and checking the box to Sync with QuickBooks.

Customer Manager Desktop Users

When will Customer Manager import data from Intuit's Customer Manager 2.5 desktop program?

This was a common question from our beta testers. The answer... we don't know exactly, but we're absolutely working hard to make it happen. It's our intent to 1) Make this worth the move for existing desktop users who want to switch and 2) Continue to honor our commitment to support the Customer Manager 2.5 desktop application for those who wish to continue using it.

Give us a bit of time to get the right level of feature parity so we can make this transition smooth... and we aren't talking months and months here. If you have been with us for our last few releases you've seen us deliver a lot of great improvements, in a short amount of time. We're pushing releases to you faster and more frequently than before.

Is this a replacement for Intuit's Customer Manager 2.5 desktop program... why switch?

We are so excited about the new Customer Manager and we believe most of you will want to switch. Why? Because there is much more you can do in online version of Customer Manager to get the hodge-podge of your customer information all in one place, help you save time, and stay productive in and out of the office.

Over time, many of you have shared your top requests. We've worked hard to address many of them AND dramatically improve the way the fundamental features work. For example, now QuickBooks sync offers automatic updates to Customer Manager. By that, we mean zero clicks to get the latest financial and contact information. Next, by virtue of being an online application, it's easier to provide all your employees the convenience of getting to customer information anytime, anywhere. And last, you can help the office stay productive by working off one shared calendar and tasks view that helps to ensure everyone is on the same page.

What don't you have in the new online version of Customer Manager?

Great question, there are going to be features in the desktop product that the online version may not offer. Our goal in building a new program wasn't to create the exact same product, but to focus on responding to top requested improvements and on the features that will provide the most value to you, our customers. Some of the new features you can look forward to in the new Customer Manager that you don't have in desktop today are: mobile access, highly collaborative tools such as shared calendar, shared tasks, notes and anytime anywhere access (just to mention a few).

Safety and Security

Is my data secure?

We rely on advanced, industry-recognized security safeguards to help keep all of your company data private and protected. With password-protected login, firewall protected servers, and the same encryption technology (128 bit SSL) used by the world's top banking institutions, we have the security elements in place to give you peace of mind.

Is my data private?

We do not sell, rent, or share your information with third parties for their promotional use without your consent. Intuit is a licensee of the TRUSTe Privacy Program, an independent, non-profit organization committed to the use of fair information practices. For full disclosure of our privacy practices, please review our Privacy Statement.

Support

How can I connect with other users?

You can visit the Intuit community to connect with other users and experts to get answers, ask questions and share advice on common small business topics. To find other business owners who use Customer Manager or QuickBooks like you, visit CMO Community.

Who do I contact for support?

Customer Manager offers several support options such as integrated tutorials, online help, and live assistance from an Intuit customer support specialist. You can access these options at the top of this webpage. If you’d like to speak with someone over the phone, contact us and provide us with your number and what time of day is best to reach you. One of our support agents will give you a call to resolve your issue as soon as possible.

How do I get help with QuickBooks?

Click here to get in touch with QuickBooks Support for all of your QuickBooks needs and help using QuickBooks.

What happens if my Internet access is down?

If your Internet connection at your current location is down you won't be able to access Customer Manager. But, you can still access your account from any computer with an Internet connection.

Is there a way to call you directly for help?

Our team works very hard to respond to every request for support that comes in and will often call you back with the right information for your question. So when you're ready to get help, just click on Submit a Request to Support on this website and one of our agents will be in touch with you!

• 1. Synchronization requires QuickBooks Pro, Premier or Simple Start 2009 and later. Also supports Enterprise 9.0 and later.
• 2. Import requires Microsoft Outlook® 2003 or 2007
• 3. Only available when Customer Manager is synced with QuickBooks 2009 and later, including Enterprise 9.0 and later. Financial indicators include open balance, past-due balance and total revenue for customers synced with QuickBooks
• 4 Excludes occasional downtime for systems and server maintenance.
• 5 Mobile charges may apply. Data plan is recommended. We currently support Apple^® iPhone^®, BlackBerry^® 8830, BlackBerry Curve^tm (except 8900 series).