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How to use PayValet with Quickbooks

Many businesses are getting paid by customers faster and bringing down processing costs by using PayValet. You too can achieve this success by providing a link to your PayValet page when biling your customers.

You can integrate your PayValet page with your Quickbooks Online account by following these simple steps:

  1. Login to your Quickbooks Online account
  2. Click on Your Account > Company Preferences
  3. Click on Form Delivery > Email Message
  4. Make sure Message For Invoice is selected in the Dropdown
  5. Copy and paste the following text into the Body of the Invoice Message:
  6. We've made it easy to pay online at:
    
    https://[SITENAME].payvalet.io
    
  7. Make sure to replace the SITENAME with your PayValet page name.
  8. That's it. Happy billing.