Quickbooks Online - allowing customers to view ledgers

Customers viewing their ledgers online?

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Has anyone come across a way of allowing customers to view their QBO sales ledger via the supplier website? The client (the supplier) is a managing agent for a large residential estate. A lot of time is spent responding to residents' (effectively the customers) queries as to service charge invoices and payments. Accounting is on Sage currently. We'd like to move it to QBO, and if we could add some sort of portal to the managing agent's website such that customers could access their data that would be a substantial time and cost saver.

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By coolmanwithbeard
26th Sep 2016 12:24

Hi

In order to access live QB they need to be able to log in and the access to your QB files on standard log ins is too broad to allow this.

Looking at the Intuit App store a debt collection App "My DSO Manager - Your Debt Collection Software" claims "Interact with your customers through interactive emails

Give your customers the opportunity to access to the details of their account on My DSO Manager and add comments about their invoices"

Maybe use of an app such as this that can provide more targeted access to QBO data is what you need.

Certainly the solution is going to come from a third party app rather than directly in the software I would have thought.

Mike

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