QuickBooks Integration - Adding Payment Links

How to add links to your invoice and email templates in QuickBooks

You can access this page here.


You can send this link to anyone via email, SMS or any other system to receive online payments.

Attach your link to QuickBooks invoices and emails

Step 1
Click here to open QuickBooks and be directed to the Account Settings > Sales > Custom Form Styles page.

Step 2

Customise an existing template or create a new style.

Step 3

Select the "Content" tab at the top of the screen.

Click on the footer area of your invoice on the right-hand side of your screen, this should change what you see on the left-hand side of the screen to the following.

Paste the link into the Footer > Message to Customer.

We recommend that you write something like PAY NOW and then paste the link, so the customer knows what that link is for.

If you want to you can put that message with the link into the footer box as well.

👆 You’re all caught up