Customer Account Center for QuickBooks Online

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. If you have QuickBooks Online account already, go to step Register with InLattice. Otherwise, register your QuickBooks Online account.
  1. After registration, login to your QuickBooks Online account and create your company.
  1. Add customer and vendor in your QuickBooks Online company.
  2. Register with InLattice.
  3. When you login first time to InLattice, the screen shown below gives the option to link your InLattice account with your QuickBooks Online account.
  1. If you have not logged in to QuickBooks Online account, you will be prompted to login and select the company.
  1. After successful login, you will be asked to authorize the connection of your QuickBooks Online account with your InLattice account.
  1. After authorization, your QuickBooks Online account connection data is saved with InLattice.
  1. Click on OK, you will be redirected to your InLattice account.
  1. Upload QuickBooks Customer List – This can be done using InLattice > Settings > QuickBooks Interface > Refresh Customer list option.
  2. Setup Customer Accounts in InLattice – Go to Settings > Add users to add customer accounts to InLattice. You will receive email notification with customer user id and password. (InLattice Support Team can setup user accounts, after the customer list is uploaded to InLattice)

Whenever new customers added to QuickBooks,

  1. Enter Invoice Extract Begin Date – Go to Settings > QuickBooks Interface > Enter Invoice Extract Begin Date and enter a date.
    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. 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