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Customer Reports
- Automatically sync with QuickBooks Online -
At Peerview Data, we know how crucial it is for CPAs to have up-to-date, accurate information at their fingertips. With Customer Reports automatically updating from QuickBooks Online, you have access to real-time insights into customer interactions and performance.
How does this revolutionize the role of CPAs?
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Comprehensive Insights
Access detailed reports tailored specifically to customer interactions, including sales per customer, average customer spend, marketing spend, and ROI.
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Real-Time Data
With seamless integration to QuickBooks Online, your reports are updated automatically, ensuring you always have the most current information.
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Pinpoint Accuracy
Stay ahead with precise data, enabling you to provide timely and informed advice to your business clients.
Customize metrics to create your story
Log in to your Peerview Data account now and start utilizing our new Customer Reports feature. Gain comprehensive insights tailored to customer interactions, benefit from seamless integration with QuickBooks Online for up-to-date data, and stay ahead with pinpoint accuracy. Access your account today and unlock the potential of your data!
Or fill out the form and meet with our sales team!
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