![]() With this portal, customers can pay invoices and download receipts. The Customer Account Management Portal (CAMPs) is available for both QuickBooks Online and QuickBooks Desktop users. QuickBooks does have a customer portal feature that you can use to set up a self-service platform for your customers. Now let’s look into your options for a QuickBooks Online customer portal. Our findings show that larger companies with greater accounting needs, such as those with multiple partners, might want to consider a more premium option. The answer is smaller businesses, entrepreneurs, freelancers, and those that only focus on services. QuickBooks also offers a limited-time discounted price to first-time users.īut QuickBooks Online Simple Start is appropriate for which type of client in particular? QuickBooks Online offers a Simple Start software package, which is their most inexpensive pricing plan. Of course, to set up a customer portal, you must already be a QuickBooks user. Access exclusive content on your products (such as user manuals or how-to videos).īased on our observations, not only does implementing a portal cut down on admin work for the business, but it also provides customers with a more convenient and enjoyable service experience.Submit and track customer service requests.View account balances and transaction history.With a customer portal, your customers are empowered to do things like: “83% of consumers will spend more money with businesses that allow them to find the information they need without having to contact customer service.” - Zendesk, 2022 In other words, a customer portal is a personalized way individuals can access relevant information such as transaction history and payment due dates online. ![]() What is a customer online portal?Ī customer online portal is a self-service platform where your customers can manage their account with your company. Read on to learn how and why you should set up a QuickBooks customer portal. Instead of calling customer support and facing automated menus and awful hold music, your customers will be more satisfied with a self-service customer portal. They want convenience.Įspecially if they’re only calling to update an address or pay a bill. Today, customers expect more than just phone support and face-to-face interactions. It’s no secret that providing excellent customer service is vital to a company’s success. ![]()
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