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Home ninja_forms_preview_page Customer Account Portals Which Connect To Quickbooks

Portal Software

Jon RodmanJuly 13, 2015Customer Account Portals Which Connect To Quickbooks

Portal Software We have written the portal software to connect QuickBooks to your website.  We also make really cool customer account portals. The basic idea of eCommerce is to enable or empower your customers to self serve.  Customers love to be able to log in and pay their bill, change their address, view their payment history, pay ahead, and research … Read More

Types of Customer Account Portals

Jon RodmanJune 8, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

Types of Customer Account Portals Basic Customer Account Portal: Ability for customers to log in (using their own selected user id and password – no account number required) Functionality for customer to change user id and password Functionality to display previous invoices Functionality to pay more than invoices at a time as one transaction Display current balance due as a … Read More

What do I Need to Make a Customer Account Portal?

Jon RodmanJune 8, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

What do I Need to Make a Customer Account Portal? Organizations will need a good computer, internet and email account plus: QuickBooks (One of the Online Versions) Merchant Services Account such as Authorize.net Domain Name (This is not needed prior to starting the project.  Once we scope it out, and roll into production, there will be plenty of time acquire … Read More

Software to Connect QuickBooks to your Website

Jon RodmanJune 2, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

Software to Connect QuickBooks to your Website We have written the software to connect QuickBooks to your website.  We also make really cool customer account portals. The basic idea of eCommerce is to enable or empower your customers to self serve.  Customers love to be able to log in and pay their bill, change their address, view their payment history, … Read More

Leveraging the Website to Increase Productivity

Jon RodmanApril 30, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

Providing customers with the information they are looking for online is one way to leverage the website to increase productivity and may reduce the amount of phone calls and customer contacts.  This is a good thing.  Customers can still call you, but when they do, it will be for things they are not able to accomplish online.  It is more … Read More

Online Payment Portals

Jon RodmanApril 30, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

Online Payment Portals are really powerful and efficient when connected to QuickBooks! Consumers expect the ability to be able to pay their utility bills online at the utility’s website. As a matter of fact, customers are finding the process of writing paper checks, finding a stamp, and mailing bills increasingly inconvenient. Customers have reached the point long ago that they … Read More

What is an Online Customer Portal?

Jon RodmanApril 30, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

What is an Online Customer Portal? If you have logged in to your credit card website to pay your credit card bill then you know what a payment portal is. Most Credit card companies have an online portal where people can log in and view their credit card account transactions, see how much they owe, the due date and other … Read More

How Not To Make a Customer Account Portal

Jon RodmanApril 30, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

At Lightning Mine, we  know what design features customers do not want and have developed the best possible processes to utilize when we build a customer account portal. How Not To Make a Customer Account Portal: 1.  Please do not require your customer to know their account number to log in. Many customer account portals will require the customer to … Read More

Empower Your Customers to Self Serve

Jon RodmanApril 30, 2015Customer Account Portals Which Connect To Quickbooks, Customer Portals, Portal Software

The basic idea of eCommerce is to enable or empower your customers to self serve.  Customers love to be able to log in and pay their bill, change their address, view their payment history, pay ahead, and research additional services your company offers. Business owners love the efficiency of empowering customers to do these things because it reduces the amount … Read More

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* Build Search Engine Friendly Websites and eCommerce Stores. Frequently organizations sell complex products which are more challenging to sell online. I love variable complex products!

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* Online Payment Portals: It is important for companies to have a secure login area for customers to login, view invoices, view payment history, and pay your invoices securely on your website.

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I am honored to work with some well-known corporate clients - and also love to help start-ups and new companies.

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