FullContact is a great way to pull social media data, icons, links into your portal so you can gain useful insights into you customers, their demographics, interests, and trends. This article will show you what the integration looks like, how to create a free FullContact account, and how to setup your API key in your portal. How The Integration Works Once you have set your FullContact API key, you will see data populating inside a new customer tab called “Social”. With [...]
You heard it right! All customers (free and paid subscribers) can now use their own domain name – and it’s 100% free. Thanks to some really cool new technology, it is now easier than ever to setup your portal to use your own domain name. In order to make this work, we utilize a dynamic certificate authority called Let’s Encrypt. With the Let’s Encrypt CA, we are able to create the SSL certificate on the fly. These certificates have [...]
The all new Customer Files integration is now available! The new version supports both Amazon S3 and Dropbox (Google Drive is also coming soon). This walk-through is a demo and supplements the online documentation. Everything you want to know about GoToMyAccounts Customer File integration is provided in this video. This works with both QuickBooks Desktop and QuickBooks Online.
I am pleased to announce that Sync version 5 (beta) is now available for download. You can still run version 4.0.2 while version 5 is in beta. If you run into issues with version 5, please report them via support ticket. If you run into problems that are preventing you from completing production work, please uninstall version 5 and reinstall version 4.0.2. Version 5 is a complete redesign and rewrite. The goal was to make the interface more intuitive and [...]
I did some beta testing on a client’s QB company file with extremely high volume. This was to test that large data transmissions will scale properly. A couple of small issues were found and resolved. It was discovered though that there is a need for an additional option to select a date range for certain data types where there is a very large amount of data to synchronize (ie the first sync). In some cases where there is a need [...]
It is Monday, October 10, and I had hoped to have version 5 of the new sync app available for beta today. The application is actually about 90% complete now. There are just a few data elements remaining. I am anticipating about 2-3 more days of coding before the beta can be posted for download. I have posted a short 5-minute video showing status of the development and a demo of some of the new features. This is VERY close [...]
QuickBooks Payments support is here! You can now enable support for QuickBooks Payments in your portal. Currently, there is only support for Credit Card Payments. Your customers also have the convenience of saving credit cards for future payments. The ability to save credit cards is also available with our Stripe and Authorize.net payment methods.
The ability for staff and customers to apply a credit is back! This feature was disabled for a while because the interface needed to be re-tooled. The development work on that is now complete and you can enable this feature by going into “settings” and enable it for staff or customers (or both). (Currently this is supported in QuickBooks Desktop only.)
We have expanded our pricing tiers! Our new pricing tiers are more flexible making it easier to create a subscription plan that matches your unique needs. Try out our pricing sliders to estimate the cost of various subscription levels. What happens to pricing on existing subscription? Although existing plans have been changed over to the new pricing tiers, existing pricing has been preserved unless the new pricing is lower. Existing (preserved) pricing can be retained for one year, or until a subscription [...]