How to activate your free integration to QuickBooks Payments

Did you know you can add online credit card and ACH payment links to your invoices in Knowify?

With our free integration to QuickBooks Payments you can automatically include payment links when invoicing your customers. Your customers get an easier way to pay, and you can automatically track payments in the same system you use for invoicing. That’s what we call a win-win.

Here’s how to activate your free integration to QuickBooks Payments in Knowify:

1. Confirm you have QuickBooks Payments enabled. In your QuickBooks Online account, go to Settings→Account and Settings→Payments. If you do not have QuickBooks Payments enabled you will see a green “Activate payments” button. If you don’t see that button that means you’re ready to move on to Step 2.

Note: QuickBooks Payments is only available to QuickBooks Online users in the US. Interested in signing up for QuickBooks Payments? Apply now in your QuickBooks account

2. Activate the Payments integration in Knowify: Back in your Knowify account, go to Admin→ Customize→ Integrations (or click this link), and check the box for “Online Payments by QuickBooks Payments.” You’ll see a prompt to reconnect Knowify + QuickBooks to activate the integration. **

Note: This needs to be done by a QuickBooks account admin who has permission to authorize the new integration.

3. Add a payment link to your invoices: Now when you create an invoice you’ll see the option to include link to accept online payment via the QuickBooks Payments portal, where your customers will be able to pay via credit card or ACH.

   

4. Instantly see payments in Knowify. As soon as an invoice gets paid, Knowify automatically reconciles the payment to the correct job and invoice. It’s that easy!

Need help getting set up? Contact [e-mail] today.