Warning: This integration doesn't support non-US QuickBooks accounts.
Availability: Business and Enterprise
Note: Some payment gateways charge transaction fees. See fee details for QuickBooks Payments here.
This integration allows you to setup a payment app for your recipients to pay directly through Quickbooks via a Credit Card on your PandaDoc document.
Warning: You can only integrate PandaDoc with QuickBooks Online. The desktop version is not supported.
Enable the integration
Select Settings at lower-left corner and go to Integrations and API, then find Quickbooks payments. Click on the integration and click Connect
Sign in into your existing account or create a new account with Quickbooks.
Once done, you will see a confirmation screen that the authentication has been successful
Add a payment step to your document or template
Open your template. The workflow builder panel appears on the right.
Select + Add step, then choose Collect payment.
If QuickBooks Payments isn't connected yet, follow the prompts to connect it.
Under Payer roles, assign which role is responsible for payment. Select + Add Role to include additional payers if needed.
Note: If multiple payers are assigned, the document moves to Paid status when any one of them completes payment.
Set the Amount:
Custom — enter a specific value.
Auto — pulls the total from the quote builder blocks in the document.
Send the document and collect payment
Once you're ready, send your document.
When your recipient opens the document, they'll be prompted to complete it. After they finish, the document status changes to "Waiting for payment."
To proceed, your recipient selects Pay from the payment icon in the top right.
They'll complete their payment details in the checkout form and submit.
Once payment clears, the document status changes to "Paid." You and your recipients will receive a confirmation email.
How we send information to QuickBooks
When a recipient makes a payment, PandaDoc attempts to match them to an existing customer in your QuickBooks account using the billing email they provide during checkout. If no match is found, a new QuickBooks customer is created.
PandaDoc also searches for an existing product in QuickBooks using the document name. If no match is found, a new QuickBooks product is created.