Customer Account Center for QuickBooks Desktop

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.




How it Works?

  1. Register with InLattice.
  2. Download and install the free QuickBooks Web Connector file- When you login first time, the below screen gives the link to download QuickBooks Web Connector file.
Download .qwc file Screen
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
.qwc file download

QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.

Download .qwc file in Quickbooks Interface Screen after login

  1. Setup InLattice with the QuickBooks Web Connector – To begin this step, start QuickBooks on your computer and open your company file. Double click on the saved file InLattice_test2@infonics.com.qwc, the below window appears, click OK.
Authorize new web service

The QuickBooks Web Connector window will appear with the InLattice application listed.
  1. Run the QuickBooks Web Connector – To make InLattice active, follow these two steps
  1. Enter your Inlattice password into the password field. This is the password that you use when you log in to the Inlattice.
  2. Check the check box in the left column and click “Update Selected”.

Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.

QuickBooks Web Connector


Password can be saved and no need of entering password every time when Web Connector is run.

  1. Upload QuickBooks Customer List – This can be done using InLattice > Settings > QuickBooks Interface > Refresh Customer list option, Run Web Connector.
  2. Setup Customer Accounts in InLattice – Go to Settings > Add users to add customer accounts to InLattice. You will receive email notification with customer userid and password. (InLattice Support Team can set up user accounts, after the customer list is uploaded to InLattice)
Settings > Add Users > Add Customers Screen (Bank information is optional)

  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. Set Up 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.
Create > Invoices

  1. Login to InLattice account
  2. Click on Import > Invoices
    3. Import > Invoices

  3. Run Web Connector
  4. All invoices created in QuickBooks since last import will be uploaded to InLattice > Invoices > Draft folder. You will be directed to Invoices > Draft folder
cs
Invoices > Draft folder > Select entries to Authorize payments

  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
  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.

Email Notification received by customer

  1. Also, by logging into the online portal, customer can view all invoices received.
  2. If online payment option is set up, customer can authorize payments online.
Invoices > Inbox folder > Customer can view the invoice online

For additional support, please contact us at support@inlattice.com

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