For information regarding our previous (non-IPP) version of AccountsOnline click here

Enable Your Customers and Vendors to Access Their QuickBooks Account Information via the Web

AccountsOnline provides a QuickBooks portal that enables your customers to view their account history online in a web browser. Leveraging the power and infrastructure of Intuit's Partner Platform, AccountsOnline will give your customers the ability to view their contact information as well as any invoices, credit memos, sales orders, sales receipts, and payments on file.

There are two views, one for administrators/business owners, and another for owners. The sole difference between the two is that the administrator is provided a full customer list showing all accounts and corresponding balances so they can remotely view customer transaction history whereas the customer is limited to information solely pertaining to their account.

As of the current release, all data presented is read-only. We hope in the (very) near future to provide functionality to that customers, if permitted by the administrator, can update their contact information from the AccountsOnline interface with those changes automatically being synced back to the master QuickBooks file.

Features
  • AccountsOnline will give business owners online access to their entire customer list, their balances, and all transaction history.
  • Customers and administrators will be able to view all relevant estimates, invoices, sales receipts, payments, sales orders, and credit memos with full detail.
  • Customers will be able to log in and view all pertinent information regarding their account.
  • Administrators will be able to upload their company logo to give customers a familiar image and sense of location when they log on to their account.
  • Everything is done online
  • Simple and quick installation and configuration.
Requirements and Purchase Information

Supported QuickBooks Versions

  • QuickBooks Pro (2009-2013)
  • QuickBooks Premier (2009-2013)
  • QuickBooks Enterprise (9.0-13.0)

To get started with AccountsOnline you will first have to sign up on the Intuit Workplace.

Prices are broken down on a per-user basis.

Screen Shots

Administrator Settings

Customer Detail

Administrator Customer List

Transaction Detail