customer portal

Increase Customer Convenience With a QuickBooks Customer Portal

Raise your hand if you’ve ever called a company and been confronted with endless automated menus and awful hold music. Keep your hand raised if the task in question was painfully simple, like updating your address or paying a bill. Sadly, we’ve all been there. In situations like these, the appeal of a self-service customer …

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Online Payment Gateways for Small Businesses Using QuickBooks

Calling all small business owners: let’s talk about accepting payments from customers. Specifically, let’s talk about why online payment gateways make accepting payments so much easier. Do any of these scenarios sound familiar to you? You often ask customers to repeat their credit card numbers over the phone. You often ask customers to resend cheques …

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5 Reasons Why Offering an Online Customer Portal Reduces Admin Work

Originally published Mar 12, 2018; updated Jan 18, 2019. When you run a small business, you want to ensure processes are streamlined so each person can work as effectively as possible. And when it comes to spending less time on admin work, there’s a strong case for putting some of the onus on the customer. …

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