Integrating with my customers quickbooks account

nrichster123 · ‎February 28, 2024

My client uses Quickbooks to manage their finances. I am billing them via our Quickbooks online account and they are manually entering in the invoice data. Additionally, the invoices are paid via ACH, adding days to the transaction process. Prior to this process, the client clicked the email link for my invoice and made the payment through their bank account, which meant integrating directly with my original invoice. Since we are both using Quickbooks, is there a way for my invoices to be added to their account and still automatically update my account when payment is made?

MariaSoledadG · ‎February 28, 2024

I have another tip on what you can do about this, nrichster123.

When you send an invoice to your customers, they can only pay you with PayPal, Venmo, credit card, or ACH bank transfer using the link in the email.

For now, adding invoices to your customer's account when payments are made is unavailable. As a workaround, your customer can still create an invoice from their QuickBooks Online (QBO) account and manually mark it as paid.

Also, you can learn how you can recognize the vendor details and notify you on the Bills page once you send an invoice to another QuickBooks user. You may also want to use this feature if you don't mind. I've got this article for more details: Accounts Payable Automation In QuickBooks Online.

Feel free to post any questions or concerns you may have below about invoice payment. I'm here to help you out and provide the assistance you need. Have a nice day ahead!

4Gal · ‎February 28, 2024

@nrichster123

Is your client using QB Online or QB Desktop?

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Integrating with my customers quickbooks account

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Integrating with my customers quickbooks account

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