Adding your Blink page to a QuickBooks invoice

Owned by Sara Jacobs
Last updated: 27 December 2023
3 min read

 

Overview

The guide below will walk you through adding a Blink Page to a QuickBooks invoice.

Adding your Blink page to a QuickBooks invoice

Blink

To link your Blink page to QuickBooks, go to the My Blink pages section in the Customer center. Choose the Blink page you want to link, copy its URL, and paste it to QuickBooks.

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

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

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

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.

 

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 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 sure you include your Blink page link.

 

 

 

 

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.

 

 

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.

 

 

 

 

 

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