Give your customers the ability to view their transaction history anywhere there's a computer with internet access!
AccountsOnline is an easy way to allow your customers to view their transaction history. Leveraging the power and infrastructure of Intuit's Partner Platform, AccountsOnline will give your customers the ability to view their contact information as well as any invoices, credit memos, sales orders, sales receipts, and payments on file.
There are two views, one for administrators/business owners, and another for owners. The sole difference between the two is that the administrator is provided a full customer list showing all accounts and corresponding balances so they can remotely view customer transaction history whereas the customer is limited to information solely pertaining to their account.
As of the current release, all data presented is read-only. We hope in the (very) near future to provide functionality to that customers, if permitted by the administrator, can update their contact information from the AccountsOnline interface with those changes automatically being synced back to the master QuickBooks file.
Features
Administrator View
AccountsOnline will give business owners online access to their entire customer list, their balances, and all transaction history.
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Transaction Detail
Customers and administrators will be able to view all relevant estimates, invoices, sales receipts, payments, sales orders, and credit memos with full detail.
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Customer View
Customers will be able to log in and view all pertinent information regarding their account.
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Administrator Settings
Administrators will be able to upload their company logo to give customers a familiar image and sense of location when they log on to their account.
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Technical
SaaS (software as a service) Product
- It's quick and easy to deploy and requires no additional infrastructure investment other than a reliable Internet connection. The benefit of SaaS include:
- • No client or server software to install or maintain
- • No need to buy additional hardware or servers — instant scalability
- • Lower initial costs due to the monthly subscription model
- • Significantly shorter deployment times get you up and running in days, not weeks
- • Accessibility to the application from any Internet-connected computer
- • Always up-to-date with the latest features at no extra charge
- • No need to maintain a labor-intensive patch and upgrade process
- • Reduced reliance on IT staff for software support
System Requirements
Web-based and hosted on the Intuit Workplace. Delivered to your web browser using Adobe Flash technology and will work with any browser that supports Flash.
FAQ's
Can my customers process payments using AccountsOnline?
No. AccountsOnline only provides a read-only interface; however, the source code provides a way from which to build payment processing as well as online transaction generation if you have a developer at your disposal.
Support
Support Description
Free email based support. Free telephone support for 30 days. Priority telephone support available after that for nominal annual fee.
Support Telephone
610.995.9630
Support URL
http://www.synergration.com/support.aspx