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ukr2
March 2, 2023
Question

Customer Client Accounts

  • March 2, 2023
  • 1 reply
  • 0 views

We are a Travel Office using QB Pro Desktop and may move to QB Online soon.

Our Trips are the Customers and the Clients on the trip are the Jobs.

We manage their Invoices, Payments and Credit Memos there.

 

To get their balance or record of their payments, the Clients have to call us and we check QB.
 
Do you have any Customers who have setup Client Online Accounts, that the Clients can access?

      1 reply

      M
      Mich_S
      March 7, 2023

      I see you want to give the clients access to their balance or record payments in QuickBooks Online, @ukr2. I've got some insights and workarounds to share with you.

       

      The functionality mentioned above is currently unavailable in QBO. 

       

      Alternatively, you can add an account summary to progress invoices. This includes the following:

       

      • Balance Forward: The total amount due and any credit balance from the last invoice.
      • Payments and credits: All payments or credits since the last invoice.
      • New charges: The total amount of new charges and credits on the current invoice.
      • Total amount due: The customer's total balance.

       

      Here's how you can do it:

       

      1. Click on Settings ⚙ and choose Custom form styles.
      2. Look for the invoice template you use, then click on Edit from the Action dropdown menu. Or hit the New style▼ dropdown menu, then hit Invoice to create a new custom template.
      3. Choose the Content tab.
      4. Go to the form preview, and choose the Table section.
      5. Click and check the Show on invoice checkbox.
      6. Hit Done.

       

      Please be aware that if the transactions that make up the balance forward are older than a year, the account summary won't appear on an invoice.

       

      In addition, you can generate and send Balance Forward statements to give your clients a full transaction history.

       

      If you're all set and you want to bill your customers, feel free to check this for guidance: Create and send invoices in QuickBooks Online.

       

      Let us know if this goes so we can assist you further with handling clients or QuickBooks. We're open 24/7 to back you and your business. Keep safe.

      U
      ukr2Author
      March 8, 2023

      Mich,

      I think we are actually looking for a Client Portal that is interfaced with Quickbooks.  Then Invoices I create in the office QB Customer/Job is display in a password protected Portal that our Client can Open, see their Invoice and past payments and make a new payment.  This payment is then linked back to the office QB Customer/Job to display and update it.

       

      I found one that has a high monthly fee.  For a small business with 1000 travelers who want to see their account online, this App would cost us near $200 per month.  More than we can afford.

       

      We'll keep looking for a solution or find solutions others are using.

       

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      March 8, 2023

      @ukr2 

      I can recommend a free invoicing app with the customer portal feature to integrate with QBO. But it doesn't support QB Payment. You have to accept payments with other options (e.g Paypal, Stripe, Authorize.net).

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