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Overview

The guide below guide will take walk you through the steps of adding a Blink Page to a Quickbooks QuickBooks invoice.

Adding your Blink Page page to a Quickbooks QuickBooks invoice

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Blink

Navigate To link your Blink page to QuickBooks, go to the My Blink Pages pageunder pages section in the Customer Centre sectioncenter. Choose which the Blink Page page you want to link to Xero and copy the URL. , copy its URL, and paste it to QuickBooks.

Info

Rename the Reference section on your Blink page to Invoice number to align with the naming convention used in QuickBooks.

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titleRename Blink Page fields

Step 1 - Navigate to the My Blink pages page, locate the relevant page, and click Edit page.

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Step 2 - Click on Modify fields on the Blink Page section of the page

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Step 3 - These settings enable you to customise the fields on your Blink page. For instance, we have adjusted the display name to match the QuickBooks naming convention. Moreover, we have set the Invoice number as a mandatory field, which enables you to keep track of payments easily.

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Add Blink to an invoice template.

Step 1 - Sign in to your Quickbooks account on a separate tab and click on settings → Choose Custom form styles under YOUR COMPANY.

Step 2 - Customise an existing template or create a New Stylenew style.

Step 3 - Select the Content tab at the top left of your screen.

Step 4 - Add the templated message under the message to customer section, including . Make sure you include your Blink page link.

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titleInvoice Example

Once clicked on Pay Now the customer will be linked to the online invoice, clicking once more on Pay Now will take them to the relevant Blink Page.

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Reporting

Xero

When

Step 5 - Select the Emails tab at the top left of your screen.

Step 6 - update the email body of the invoice under the message to customer section, make sure you include your Blink page link.

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Reporting

QuickBooks

We have created a QuickBooks online integration; once you integrate you will be able to view in QuickBooks when a customer pays you online, ; Quickbooks online marks the invoice as paid (you don't receive an alert or notification).

Blink

Within Blink, you can view the payments within the relevant payment methods under Reporting.