Customer Account Center for QuickBooks Online

Your customers get a dedicated account to login and view all your invoices

Customer can view, pay and print invoices just by clicking on invoice link in email

Create invoices online and post it to QuickBooks later

Online payment with Credit Card, ACH and payment posting to QuicBooks Online

Notable features

  1. Invoices can be created either online or in QuickBooks
  2. Provide online access to customer invoices
  3. Online Payment Processing – Receive payments online by ACH, Credit Cards
  4. Partial payment option
  5. Post payments to QuickBooks Desktop
  6. Dedicated and Secure Account for you and your customers
  7. Attachment and Notes for easy communication
  8. Email notifications
  9. Ease of use
Create invoice online or in QuickBooks
  • System allows either import of invoices created in QuickBooks or invoices can be created online on the web without access to QuickBooks
  • Useful to allow field staff to create invoices at the customer premises
  • Online invoices can be exported to QuickBooks, without re-entering it in QuickBooks
Online Payment Processing
  • When invoices are sent, customers will receive an email, with a link to the invoice
  • Payment can be made using credit card, ACH, based on your requirement
  • Partial payment supported
  • Payments can be posted to QuickBooks, with no data entry
Document History
  • Each document history is tracked including when it was sent, viewed by customers, paid etc.
  • Customers can view old invoices online for up to three years
  • All notes and attachments are also kept for three years
Process Flow Screen
Create Invoice Screen
Invoice payment Screen
Payment History Screen