4 Steps to Setup Customer portal with QuickBooks Desktop /QuickBooks Online

4 Steps to Setup Customer portal with QuickBooks Desktop /QuickBooks Online

The below steps shows how you can setup a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes

Steps to setup Customer portal with QuickBooks

Step 1 : Signup to PayorCRM

 

For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button

For QuickBooks Desktop – Go to the login page and register an account. Download the QuickBooks connector file ( QWC file ) from settings view and add the same to your QB Desktop product

Customer portal with QuickBooks signup steps

You can find detailed steps here – https://help.payorcrm.com/connecting-to-qb-desktoponline/quickbooks-desktop

 

Step 2 : Setup the Customer Portal

 

Ensure all your customer data and invoices are available on the portal. Ensure payments is setup for customers to start paying you

See below link on steps to setup payments or reach out on solutions@payorcrm.com
https://help.payorcrm.com/setting-up-payments

Step 3 : Start inviting customers by selecting a customer and clicking “Invite”

 

Invite customers to the billing portal

Step 4 : Voila ! Your customers get an invite email with a link to register to access the portal and pay you 🙂

 

 

Bonus : Add the customer portal link to your website

 

Add billing portal link on your website

Test Customer Portal Access

Use the below credentials to see how customers will see your customer portal

Login Link – https://app.payorcrm.com
Login id :  TrialCustomer@payorcrm.com
Pass :  12345678

Why Self service = better customer service

Imagine the following 2 scenarios

1. Customer wants info about previous invoices but calls you or emails you and you respond with the invoice details over email or provides them over phone after checking the details on your accounting software Quickbooks Desktop /Online

2. Customer wants info about a previous invoice and logs into your billing portal from within your website using their gmail id and gets the info they require

 

Consider you have 100 customers who might ask for the same information

 

Clearly the second scenario is better from a customer service perspective as it provides a faster response time and is not dependent on how fast you could provide the required information to your customer.

 

Adding a Customer portal with QuickBooks helps your business grow while being lean

 

Stuff to think about while selecting a customer portal provider

 

Easy Signup – Allow customers to signup using their google account so that they dont have to remember another password

Always on  – It should have the option to customers to signup once on their laptop and never have to remember their password again while logging from that laptop

 

Check out steps showing you how to setup automated invoice reminders on PayorCRM 


Comments are closed.