Can the online portal link with QuickBooks for customers to post and pay invoices? What about reoccurring invoices?
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Can the online portal link with QuickBooks for customers to post and pay invoices?
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callpath
- 14
Can the online portal link with QuickBooks for customers to post and pay invoices?
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Support Team
- 7552
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
The Customer Portal lets customers manage and track their tickets, contracts, billing information, assets details and more. However, it does not handle payment processing to QuickBooks. Thanks for asking.
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callpath
- 14
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
Any plans on making the customer portal handle QuickBooks payment processing? If so, then what is the time frame?
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Support Team
- 7552
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
At this time we do not have any near-future plans to handle payment processing for QuickBooks within the self-hosted Customer-Portal feature. We may add support for this in the future, depending on demand on the requirements. Thanks for asking.
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linkupco
- 9
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
I would love to see this added. There's 3rd party solutions that do it, but not as nice as it would be if it was all in one portal.
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Support Team
- 7552
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
Thank you for posting this. Your feedback is noted.
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linkupco
- 9
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
I would LOVE to see this added as well. I've actually considered changing our CRM because of this. All of our competitors have a portal that does this. A lot of them use Connect Booster.
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Support Team
- 7552
Re: Can the online portal link with QuickBooks for customers to post and pay invoices
Thanks for adding your input and voting for this. Noted!
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