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Overview

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

Adding your Blink Page page to a QuickBooks invoice

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Blink

Please 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, copy its URL, and paste it to QuickBooks and copy the URL.

Info

You can rename Rename the reference Reference section on your Blink page to Invoice number to match align with the QuickBooks naming convention used in QuickBooks.

Expand
titleRename Blink Page fields

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

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

Step 3 - These settings allow enable you to customise the settings of each of the fields on your blink Blink page. In this case For instance, we have manually changed adjusted the display name to reflect similar match the QuickBooks naming convention as QuickBooks. In this case . Moreover, we have set the Invoice number was made required, allowing as a mandatory field, which enables you to keep track of payments easily.

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, make . Make sure you include your Blink page link.

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

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

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). Reach out to Support if you want to integrate your Blink and Quickbooks accounts. Find out more here.

Blink

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