QuickBooks, Inwisely Integration

Collect payments from within QuickBooks account smartly!



Learn how to streamline your payment collection processes by connecting your QuickBooks account with Inwisely. Discover the benefits of automated payment reminders, efficient account reconciliation, and smooth payment collections.

Follow our step-by-step guide to easily integrate QuickBooks with Inwisely and enjoy the convenience of automatic invoice syncing and seamless customer payments through online payment gateways of your choosing.

Benefits of connecting QuickBooks accounts with Payment Solutions
  • Simplify Payment Process: Send emails to customers with payment links, ensuring a smooth and convenient payment experience.
  • Automated but customer specific Payment Reminders: Set up automated emails to be sent until the payment is received, saving you time and effort.
    For each and every customer, thus maintaining customer relationship.
  • Efficiency and Account Reconciliation: Enjoy automatic account reconciliation, reducing errors and saving valuable time.
  • Super Smooth Payment and Collections: Provide your customers with an easy and hassle-free payment experience, increasing customer satisfaction.
  • Easily Track Customer Ageing: Stay on top of customer ageing with timely payment reminders and notifications.
How to connect QuickBooks accounts to Inwisely:
  1. Step 1: Use your QuickBooks account to log in to Inwisely, ensuring a secure and seamless connection.
  2. Step 2: Set up the integration between QuickBooks and the Payment Solutions platform (e.g., Total pay/Stripe), enabling easy syncing of payment data.
  3. Step 3: Automatically sync invoices from QuickBooks to Inwisely, reducing manual data entry.
  4. Step 4: Let your customers receive email/WhatsApp follow-up messages with payment links, improving communication and increasing payment efficiency.
  5. Step 5: Receive customer payments through the payment gateway, ensuring a secure and timely transaction process.
  6. Step 6: Automatically mark the QuickBooks invoice as paid, eliminating the need for manual invoice tracking.
Conclusion
  • Auto Reconciliation & Simplified Payments: By connecting QuickBooks accounts with Inwisely, you can automate the payment reconciliation process and simplify payment collection.
  • Email Dunning Sequence for Faster Payments: Enjoy the benefits of automated follow-up emails that gently remind customers to pay, resulting in faster and more efficient payment processing


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