Warning: This integration doesn't support non-US QuickBooks accounts.
Availability: All plans
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Note: Some payment gateways charge transaction fees. See fee details for QuickBooks Payments here.
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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.
Please note, you can only integrate PandaDoc with QuickBooks Online. We are unable to integrate with the desktop version.
Enable the integration
Select your name in the lower-left corner and go to Integrations, then find Quickbooks. Click on the integration and click Connect
Create a new account with Quickbooks or sign in into your existing one
Once done, you will see a confirmation screen that the authentication has been successful
Add a payment to your document or template
Click Extensions on the right panel
Click on Payment to add it
Set it up: assign the payer and set a payment amount
Send the document and collect payment
Once you are ready, send out your document
Your recipient will open the document and complete it. The document status will become Waiting for payment
To proceed to payment, they click the payment icon in the top right and click Pay
They will be required to fill out their credit card number, expiration date, and CVV code, then they can make the payment
Once the payment has been cleared, the document status will become Paid. You and your recipients will receive a confirmation email to notify you the payment has gone through
How we send information to QuickBooks
When a recipient makes a payment on your document, PandaDoc tries to match them with an existing record in your QuickBooks account using the billing email provided by the client in the payment form as the customer name. A new QuickBooks customer will be created if none is found.
PandaDoc will also search for the existing product in QuickBooks using the document name as the QuickBooks product name. If the document name is not found, a new QuickBooks product will be created.