Let your customers view invoices, check balances, make payments, and update their payment method — all synced with your QuickBooks account. No more back-and-forth emails or manual follow-ups.
Your customers want to pay you, but QuickBooks only sends one-off invoice links. They can't see their account balance or payment history.
Give them a branded portal where they can:
Result: Faster payments, fewer support emails, happier customers.
The DepositFix Customer Portal is a self-service online dashboard that gives your clients instant access to their:
Authorize our app in 2 clicks (we only read invoices – your books stay safe).
They get secure access to their account
Payments sync back to QuickBooks automatically
Select specific invoices and pay via QuickBooks Payments
See real, synced invoices from QuickBooks
No more requests for receipts or transaction history
Keep customers in the loop, automatically
No passwords to remember
No taking cards over the phone
A QuickBooks customer portal is an online dashboard where your clients can log in to view and pay invoices, see their account balances, and download receipts — all synced with your QuickBooks account.
QuickBooks Online does not include a native client portal. However, with DepositFix’s free portal, you can instantly give your customers a branded experience where they can log in, see invoices, and make payments—fully synced with QuickBooks.
Yes. DepositFix lets you automatically pass on credit card processing fees (e.g., 3%) to your customers by adding a separate line item to the invoice or adjusting the total. This helps you avoid absorbing those costs. Just contact DepositFix support team at support@depositfix.com and they’ll enable this for you.
QuickBooks Online doesn’t offer built-in customer portal functionality, but you can set one up in minutes using DepositFix. Just sign up, connect your QuickBooks account, and you’ll get a shareable portal link your customers can use to log in and pay.
Yes. With DepositFix, your clients can pay open invoices directly via credit card or ACH using QuickBooks Payments.
Yes. Unlike others that charge $125+/month, for the first 100 users, DepositFix offers this solution completely free.
Nope. Setup takes 2 minutes and doesn’t require any tech skills.
Yes. The DepositFix Customer Portal connects directly to your QuickBooks Online account and syncs invoice and payment data in real time. There's no manual entry required—your customers always see the most up-to-date information.
Yes. If a customer makes a partial payment toward an invoice, the portal will display the remaining balance and show that a partial payment has been applied. Everything is reflected in QuickBooks automatically.
Yes. Customers can pay using ACH (bank transfer) or credit card, depending on what you’ve enabled in your QuickBooks Payments settings. The portal uses your existing QuickBooks Payments setup, so there’s no extra configuration needed.
Currently, payment method saving is handled through QuickBooks Payments. If the customer has previously opted to store their card or bank account on file in QuickBooks, they’ll be able to reuse it during checkout. Otherwise, they can enter payment details as needed.
Once you connect your QuickBooks account, you'll receive a unique portal link. Share that link with your customers—they’ll be able to log in securely and view all past payments, download receipts, and track outstanding balances.
