QuickBooks Services

Get D & B Credit Reports

You can get a credit report on any customer or prospective customer by selecting credit check from the Customer menu, and then select Get Credit Report. At the Credit Check Services window, select the Existing Customer tab if the company you are checking on is already in your customer list.  Otherwise, select the New Customer tab. Next select a company or enter the company name and state. Then select Get Credit Report and click Start. If no matching company is found, make certain that both the company name and the state in which it is located are correct. If multiple possible matches are found, select the best match and click Continue. If a large number of companies is found, click Advanced Search and add additional criteria. If the company you selected is not an exact match for a customer in your customer list, the information from the D&B database is displayed next to the information from your QuickBooks customer list.  Check "Update billing address in QuickBooks with information from D&B" if you want the D&B information to replace the QuickBooks information.  The information in QuickBooks will be saved in the customer notes area. Pricing for this service is as follows:

Credit reports are downloaded right into QuickBooks.

A sample credit report is shown below:
 

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