Connect QuickBooks Integration to ConvesioPay

Follow these steps to set up the QuickBooks Online integration with ConvesioPay, allowing you to create and manage invoices directly in QuickBooks while utilizing ConvesioPay’s payment features.

Steps to Connect QuickBooks to ConvesioPay

1. Log in to ConvesioPay:
○ Sign in to your ConvesioPay account.

2. Navigate to Advanced Settings and select QuickBooks Online

3. Enable the Integration by selecting “ENABLE INTEGRATION”, and a prompt will appear to log in to your QuickBooks Online account.

4. Log in to QuickBooks

5. Return to the ConvesioPay Dashboard where you’ll see the integration status marked as “Connected.”

Customization Options

Once connected, you can customize your branding settings within ConvesioPay

1. Go to Advanced Settings.

2. Select Payment Link Branding.

3. Set your custom color and upload your logo.

You can also view previews for invoices, emails, and payment pages to ensure they match your branding.

Creating an Invoice in QuickBooks

1. Create an Invoice:
   ○ In QuickBooks, create a new invoice by entering customer details, adding products/services, and filling in descriptions.
2. Send the Invoice:
   ○ Save the invoice to send it directly from QuickBooks.
   ○ The customer will receive an email with the invoice details.

Customer Payment Process

The customer email will include your branding (logo and colors) with options to download the invoice or make a payment.

Customers can enter their payment details on the payment page and have the option to save the payment method for future transactions.

PDF Invoice Download

If the customer downloads the PDF invoice, it will display:
● Your company logo
● Invoice details
● Descriptions added during the creation in QuickBooks
● Your business address

QuickBooks Integration with ConvesioPay: Q&A

1. How do I connect my QuickBooks account to ConvesioPay?
   ● To connect QuickBooks to ConvesioPay, log into ConvesioPay, go to Advanced Settings, select QuickBooks Online under Integration Settings, and toggle the connection on. You’ll be prompted to log in with your QuickBooks credentials.
2. What do I need before setting up the QuickBooks integration?
   ● Ensure you have an active QuickBooks Online account and access to your ConvesioPay account to manage the integration.
3. How do I know if the QuickBooks integration is successful?
   ● Once connected, the integration status will show as “Connected” in the ConvesioPay dashboard, confirming the successful setup.
4. Can I customize the branding on invoices sent via QuickBooks?
   ● Yes, after connecting QuickBooks, you can add a logo, set brand colors, and preview invoices in ConvesioPay to ensure they reflect your business branding.
5. How do I create and send an invoice using QuickBooks once it’s connected to ConvesioPay?
   ● In QuickBooks, create a new invoice with customer details, product/services information, and descriptions. Save and send the invoice, and the customer will receive it via email with your branding.
6. What does the customer see in the invoice email?
   ● Customers receive an email with options to view the invoice, download it as a PDF, or pay directly. The email will display your logo and brand color.
7. How does a customer pay the invoice?
   ● The customer can click the payment link in the email or PDF, enter the payment amount, provide credit card details, and optionally save the payment method for future use.
8. Is the payment process secure for customers?
   ● Yes, the payment process is secured by ConvesioPay, ensuring that customer data is safely encrypted during transactions.
9. What should I do if the integration status still shows “Not Connected”?
   ● Double-check your QuickBooks login credentials, ensure you have a stable internet connection, and try re-enabling the toggle in the ConvesioPay settings.
10. Can I disconnect QuickBooks from ConvesioPay?
    ● Yes, you can disconnect the integration by toggling the switch off in the QuickBooks integration settings within ConvesioPay.
11. What happens if I edit an invoice in QuickBooks after it’s been sent?
    ● Any changes made to the invoice in QuickBooks will be reflected in the email and the PDF version sent to the customer.
12. Will my business address appear on the PDF invoice?
    Yes, the PDF invoice will display your business address, along with other invoice details set during creation.