Portal Genie for QuickBooks Online

Connect QuickBooks Online to The Portal Genie and deliver a branded Client Portal where clients access accounting documents and manage their relationship with your business.

What connects from QuickBooks Online

When you connect QuickBooks Online, Portal Genie brings client records and accounting documents into your Client Portal, including:

• Customer contacts — enabling secure portal access
• Invoices — for client viewing and online payment
• Statements — account summaries in organised folders
• Quotes — shared with clients as needed
• Credit notes — visible alongside related documents

Client access through QuickBooks contacts

Clients log in using the email address on their QuickBooks Online customer record. Portal Genie sends a secure OTP to verify their identity — no separate Portal Genie registration required.

See How Clients Access Your Portal.

Pay Now for QuickBooks invoices

When a payment provider such as Stripe or Peach Payments is connected, clients can pay QuickBooks Online invoices through Pay Now in their portal.

Read Let Clients Pay Invoices Through the Client Portal.

Works alongside QuickBooks Online

The Portal Genie does not replace QuickBooks Online. Your team continues managing accounts in QuickBooks while clients use the portal for self-service access.

Getting started

1. Connect QuickBooks Online in your Portal Genie account
2. Customise your portal branding and folders
3. Share your Client Portal Link with clients

For the full integration overview, see Connecting Portal Genie to Your Accounting Software.

Explore Features or Book a demo.