QuickBooks Integration

Get Paid with QuickBooks Payment Links

Send a payment link to your customer's phone. IntelliDrive creates the invoice in your QuickBooks, and the customer pays it by card or bank transfer, with an optional tip. No card terminal needed.

$0
IntelliDrive fee per payment
Card + ACH
Ways the customer can pay
~1 min
Until the sale shows paid
One-way
IntelliDrive to QuickBooks

How It Works

From the register to a paid invoice in QuickBooks.

Step 1

Ring Up the Sale

Add items and tax at the register and choose the QuickBooks payment link as the payment method.

Step 2

Send the Link

IntelliDrive creates the invoice in your QuickBooks. Text or email the link to the customer, or copy it.

Step 3

Customer Pays on Their Phone

They can add a tip, sign, and pay the invoice by card or ACH bank transfer through QuickBooks Payments.

Step 4

Marked Paid

QuickBooks records the payment on the invoice, and IntelliDrive marks the sale paid, usually within about a minute.

What Your Customer Sees

A payment page with your business name, on their phone.

The Itemized Total

Each line, the subtotal, tax and any card processing fee, before they pay.

An Optional Tip

15%, 20% or 25%, a custom amount, or no tip. The total, including any card fee, updates as they choose.

Sign, Then Pay in QuickBooks

They sign and accept your terms, then pay the invoice on QuickBooks Payments’ own page by card or ACH.

What You Get

QuickBooks payment links are part of the $79/month plan.

No Hardware to Buy

Customers pay through a link on their own phone, by card or ACH bank transfer. IntelliDrive has no card terminal.

Your Own QuickBooks Payments Account

Payments run through your QuickBooks Payments account and go to it. IntelliDrive adds no fee; QuickBooks Payments charges its normal rates.

Optional Tipping

The payment page offers 15%, 20% or 25%, or a custom tip. A tip is added to the QuickBooks invoice as its own line.

The Invoice in QuickBooks

Every line, discount and tax goes on the invoice, using the QuickBooks tax code you choose in Settings.

New Customers Added

If the customer isn’t in QuickBooks yet, IntelliDrive adds them before creating the invoice.

Card Fee Shown Up Front

If you charge a card processing fee, the customer sees it before paying, recalculated with any tip. It goes on the invoice as a non-taxable line.

Paid Status Within About a Minute

Intuit notifies IntelliDrive when the invoice is paid, and the sale is marked paid. No need to check QuickBooks by hand.

Refunds and Voids Reach QuickBooks

Refund or void the sale in IntelliDrive and it updates QuickBooks: the invoice or sales receipt is voided, or a credit memo is added for a partial refund.

Works on Any Device

Customers pay from their phone, tablet or computer. The payment page is built for phones.

Exactly what reaches QuickBooks

What Happens in QuickBooks

IntelliDrive writes to QuickBooks Online only when one of these things happens, and always one way: changes made in QuickBooks are not copied back.

You send a QuickBooks payment link
Creates the invoice, and the customer if they are new
The customer adds a tip
Adds a tip line to the invoice
The customer pays
QuickBooks records the payment on the invoice itself; IntelliDrive marks the sale paid
You refund the whole sale
Voids the invoice’s payments and the invoice (or the sales receipt)
You refund part of the sale
Adds a credit memo
You press Sync in Settings → Integrations
Pushes completed sales (as sales receipts), customers, items and invoices
Someone edits a record in QuickBooks
Nothing comes back into IntelliDrive

More on the QuickBooks connection: QuickBooks integration and accounting features.

QuickBooks Questions

No. Sales, payments, customers and items go from IntelliDrive to QuickBooks Online when you press Sync in Settings → Integrations. It is a one-way push you start; changes made in QuickBooks are not copied back into IntelliDrive.

Send Your First QuickBooks Payment Link

Connect QuickBooks Online in Settings → Integrations and send a link from the register. $79/month, 30 days free, card required at signup.

QuickBooks Payments charges its own processing rates. IntelliDrive adds no fee.