Setting Up the Customer Portal

Extend an invitation to customers for the Customer Portal. The email address used for the invitation will set up their system account. The customer will have sole access to supervise and modify the account. Use these credentials to log in to the portal.

• _{When accessing the menu bar, please select the "Customer Portal" section:}

• _{Here is a comprehensive list of all your customers. Located on the far right is the "Portal" section where you can find the "Invite" option:}

• _{Upon clicking the Invite button, your customer will receive the following email. To finalize their Portal set-up, they need to click on the “Create a Password” button. Subsequently, they will only need to provide their email address and set up a password.}

_{Once in the Portal, your customers can:}

• _{View an overview of their account,}
• _{Make invoice payments,}
• _{Store payment methods,}
• _{Enroll in automatic payments}
• _{Access and review open payment plans - {exclusive to QuickBooks Online customers}}

_{Here is an illustration of what your customers will observe in the portal:}