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.
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 [...]
Your customers will now have the ability to save their credit cards for use with future online payments. We’re rolling this out with support for the Authorize.net payment gateway and we will soon support this feature for the Stripe payment gateway. Is it safe and secure? We never store a customer’s credit card information in our systems. Rather we are using Authorize.net’s Customer Information Management (CIM) feature. When your customer saves a credit card for future payments, it is saved [...]
Although this announcement is for everyone, initial rollout for Quickbooks Online support will be beta only. Beta accounts will be free until the "beta period" is over, which is esitmated to be 1-3 months. If you wish to participate in this beta, go to www.gotomyaccounts.com and click the "register" button. Register your free account and then send us a support ticket requesting access to the Quickbooks Online Beta. We will then enable access to this beta for your account. What Features [...]