Customer Account Center for QuickBooks Desktop

Go Beyond Online Invoicing

Provide online access to Customer Invoices and Receive Payments
  • Provide online access to customer invoices
  • Customer can access invoices through email link
  • Attachment, Notes can be added to invoices
  • Track document history
  • Online payment option with ACH, PayPal, Authorize.Net
  • Posts payments to QuickBooks

The process includes registration, one time setup of customer accounts, importing invoices and providing online access to customers.

  1. Register with InLattice
  2. Download and install the free QuickBooks Web Connector file – When you login first time, the below screen gives the link to download QuickBooks Web Connector file

On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.

QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.

  1. Setup InLattice with the QuickBooks Web Connector – To begin this step, start QuickBooks on your computer and open your company file. Double click on the saved file InLattice_test2@infonics.com.qwc, the below window appears, click OK.

The QuickBooks Web Connector window will appear with the InLattice application listed.

  1. Run the QuickBooks Web Connector – To make InLattice active, follow these two steps:
    1. Enter your InLattice password into the password field. This is the password that you use when you log in to the InLattice.
    2. Check the check box in the left column and click “Update Selected”

Note: If you change your password in the InLattice, you will need to change it in the QuickBooks Web Connector window.

Password can be saved and no need of entering password every time when Web Connector is run.

  1. Upload QuickBooks Customer List – This can be done using InLattice > Settings > QuickBooks Interface > Refresh Customer list option
  2. Setup Vendor Accounts in InLattice – Go to Settings >Go to Settings > Add users to add customer accounts to InLattice. You will receive email notification with customer userid and password. (InLattice Support Team can setup user accounts, after the customer list is uploaded to InLattice)
  1. Enter Invoice Extract Begin Date – Go to Settings > QuickBooks Interface >Enter Invoice Extract Begin Date and enter a date.

Whenever new customers added to QuickBooks,

  1. Upload QuickBooks Customer List
  2. Setup New Customer Accounts in InLattice
  3. Setup Customer Bank account info (optional)

Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.

  1. Create Invoices for the customers in QuickBooks
  1. Login to InLattice account
  2. Click on Import > Invoices
  1. Run Web Connector
  2. All invoices created in QuickBooks since last import will be uploaded to InLattice > Invoices > Draft folder. You will be directed to Invoices > Draft folder
  1. Attach any supporting documents
  2. Send the invoices to customer
  1. Customers will get an email notification
  2. Customer can click on the link to view the invoices
  3. Export Payments to QuickBooks. Invoices will be marked as paid, if online payment is enabled.

Customer viewing invoices:

  1. Customer will receive the email alert
  2. Customer can click on the email link to view the invoice
  1. Also, by logging into the online portal, customer can view all invoices received
  2. If online payment option is setup, customer can authorize payments online

For additional support, please contact us at support@inlattice.com