Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
M
mekstein
March 9, 2026
Solved

Pulling customer information onto a link in QuickBooks online

  • March 9, 2026
  • 7 replies
  • 37 views

Hi, is there a way to pull customer information onto a payment link so that it's prefilled when sent to a customer?

They are using QuickBooks Online

Best answer by RhoiceW

my question is, is there a way to insert my payment link URL into QB and dynamically pull the customer info?

 

Thanks


Hi there, Mekstien. I recommend contacting your app's support team to see if there’s a way to pull up customer information in QuickBooks for your payment link.

 

If that feature isn't currently available, you can submit a request to their team to have it added as an option.

 

Don't hesitate to reply here if you need anything else. We're here to help.

7 replies

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
March 9, 2026

Thanks for joining us here in the Community, mekstein.

 

I'm happy to provide some info about pre-filling customer details onto a payment link using QuickBooks Online.

 

This can be done by generating a tailored one-time payment link within the "Get Paid & Pay" or "Payment Links" section in QBO. This allows you to select a specific customer, which then populates their email and name from their profile within QuickBooks, making the payment process faster for them. Here are the steps to get this set up:

 

  1. Go to the Sales or Get Paid & Pay menu and select Payment Links.
  2. Click "Create a link" and choose "One-time payment link".
  3. Enter the Amount and Description, then select the specific customer from your list.
  4. Select Send Payment Link to share via email or copy the link to share directly.

 

A few additional details to consider:

 

  • The link sends to the customer's email, where they can enter their payment details, but the initial customer information is pre-filled, making the process and experience more efficient
  • These links are best for instant, one-off payments where a formal invoice isn't required.
  • You'll need to have QuickBooks Payments connected to use this feature. 
  • Alternatively, for recurring charges, you can set up a recurring payment template that pre-fills customer information.

 

The following article provides even more info about sending Payment links in QuickBooks Online. 

 

That will do it! Please feel free to drop a comment below if you have any other questions. I'll be here to lend a hand.

M
meksteinAuthor
March 9, 2026

Thanks for that. In my case, I'm using a custom third-party payment link. Can I accomplish the same thing?

 

Thanks

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
March 9, 2026

Thank for getting back to me, mekstein.

 

With the payment link you're using, I recommend checking to see if there's an app available for the third-party that will connect with QuickBooks. These apps integrate directly with QuickBooks so you can use the two platforms together. You can search for the app here: QuickBooks App Marketplace.

 

I'm only a comment or post away if there's anything else I can assist with.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement