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 on PayorCRM


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

For creating QuickBooks Desktop customer portal – 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 to us on [email protected]

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


Invite customers to the billing portal

Step 4 : Your customers will 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 :  [email protected]
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 

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