Skip to main content
W
wisdompaintingpl
December 13, 2022
Solved

Does Quicbooks offer financing options for customers that are invoiced?

  • December 13, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by CharleneMaeF

Being able to provide financing options to your customers is a great functionality, wisdompaintingpl.

 

As of now, this feature isn't available in QuickBooks Online. As a workaround, I'd recommend searching for a third-party application that you can integrate with the program. Here's how:
 

  1. Go to the Apps menu.
  2. Type a keyword on the search tab.
  3. Select the app that you want to integrate, then select Get App Now.
  4. Review the message details and select Connect anyway.
  5. Adjust the settings as necessary, then make sure the app is now associated with your account.

 

You can also visit our QuickBooks Apps Store page. There, you can browse an app that you'd like to use for customer financing.

 

Additionally, I've added an article that'll help you split an estimate into as many invoices as you need. This keeps project payments organized and connected from start to finish: Set up and Send Progress Invoices in QuickBooks Online.

 

Please keep us posted if you need additional assistance tracking and managing your sales transactions. It's our priority to keep your record accurate.

2 replies

C
CharleneMaeFAnswer
December 13, 2022

Being able to provide financing options to your customers is a great functionality, wisdompaintingpl.

 

As of now, this feature isn't available in QuickBooks Online. As a workaround, I'd recommend searching for a third-party application that you can integrate with the program. Here's how:
 

  1. Go to the Apps menu.
  2. Type a keyword on the search tab.
  3. Select the app that you want to integrate, then select Get App Now.
  4. Review the message details and select Connect anyway.
  5. Adjust the settings as necessary, then make sure the app is now associated with your account.

 

You can also visit our QuickBooks Apps Store page. There, you can browse an app that you'd like to use for customer financing.

 

Additionally, I've added an article that'll help you split an estimate into as many invoices as you need. This keeps project payments organized and connected from start to finish: Set up and Send Progress Invoices in QuickBooks Online.

 

Please keep us posted if you need additional assistance tracking and managing your sales transactions. It's our priority to keep your record accurate.

T
TNT2023
July 31, 2024

QBO does offer financing options now! But I am NOT HAPPY! 

 

It has been turned on automatically for the clients that received the update on their QBO file, but when we turn it off, guess what? It is still automatically sending the financing option on both invoices and estimates! 

 

See attached screenshot for proof! Yes, I have submitted FEEDBACK, like I always do! 

 

Get your act together Intuit! The "Office of the President" I gave up on, I tell them the times I'm available for a call, they don't confirm a time with me so I book other appointments, and then call me during any of the times I have offered, blow up my phone, there is no number to call back, I get more emails requesting more times, I repeat the process. 

 

Stop raising your prices, get me an assigned account manager that actually will get my issues resolved with the engineering team. I am losing time, money b/c I'm paying my employees to do things that they should not be doing, we rarely have a good week anymore, wasted time on client files = wasted hours I'm paying my employees top dollar on flat rate client contracts! QBO raises prices for what? Half rate service! I have to give my clients credits b/c of QBO! Do we get a break on our monthly invoice from QBO, no we do not! 

 

Oh, by the way, I had one of your recruiters reach out to me to apply, I did, but I was sent one email stating I was ready to take the next steps, and another email stating I was not qualified and need to work on more training and can reapply when a more fitting position open. Keep in mind this was for QB Live bookkeeping as a bookkeeper. I am over qualified, I don't even need the job, I wanted to check it out, but I have a VERY successful bookkeeping and payroll company and I actually get clients b/c of mistakes that QB live bookkeepers make like entering net payroll amounts to payroll wages instead of the gross amount to payroll wages...just one example. Rant over. Have a good night everyone! BTW, my entire QBOA team some how dropped off QB Time, QBOA tonight during an update! I could see them in QB Time "Classic" and certain parts of QB Time in QBOA, but they all disappeared! Oh, one other thing, if a client removes my access from QBOA, don't you think you should also disable my access from QBO Payroll and their QuickBooks Payments accounts? I probably should not have access logging into my main merchant account from QBOA anymore considering I don't have access to their QBO file anymore. Just saying!

 

 

 

Terms & ConditionsAccessibility statement