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The below steps shows how you can set up a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes STEPS TO SETUP CUSTOMER PORTAL WITH QUICKBOOKS FOR FREE 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 the QuickBooks Desktop customer
portal — Go to the login page and register an account. Download the QuickBooks connector file ( QWC file ) from the settings view and add the same to your QB Desktop product 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 that you have a payment processor setup for customers to start paying you See below link on steps to set up payments or reach out to us at [email protected]
https://help.payorcrm.com/setting-up-payments STEP 3: START INVITING CUSTOMERS BY SELECTING A CUSTOMER AND CLICKING “INVITE” 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 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. You then respond with all the invoice details over email or provide them over the phone. This requires you to check
your accounting software (Quickbooks Desktop /Online) every time. 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 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 don’t have to remember another
password ALWAYS ON — It should have the option for 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 _Originally published at __PayorCRM__._