Pulling customer information onto a link in QuickBooks online

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.

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

Thanks

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.

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

Thanks

Thanks for that. I will relay this to the appropriate team and let you know if I have any further questions.

Thanks for your help

Thanks for getting back with the Community, mekstein.

I'm happy to hear my colleagues were able to help you with your questions about payment links.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a wonderful Tuesday!