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January 29, 2022
Question

Does QB offer a customer portal for my clients to log into?

  • January 29, 2022
  • 2 replies
  • 26 views
No text available

2 replies

LieraMarie_A
Level 8
January 29, 2022

Hi there, @heart-stone-pm-c

 

I can see how a customer portal would be helpful. It would allow your clients to view their invoice history and update their contact info. QuickBooks Online offers the support of various third-party apps for any functionality you may need. To look for an app, head to the Intuit App Center and type a keyword in the search bar.

 

You can follow these steps:

  1. On the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Type in "Customer Portal" in the search bar.
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Refer to these articles for more info: 

 

Stay in touch if you have any other questions or concerns. I’ll be right here to answer them for you. Enjoy the rest of the day. 

Fiat Lux - ASIA
Level 14
January 29, 2022

@heart-stone-pm-c 

What kind of business do you run? A wholesale company, SaaS, or else?