Customer & Supplier Portals for QuickBooks
Every 'send me a copy of my invoice' and 'what's the status of PO 4421' is a support ticket your staff shouldn't be handling. Portals give customers their invoices, balances and statements — and suppliers their POs and remittance status — as branded, scoped self-service straight off your QuickBooks data.
Customers and suppliers get scoped self-service — your staff stop being the copy desk
Why Your Staff Are the Portal
Your staff are the portal
'Resend invoice 1042', 'what's my balance', 'where's my statement' — a stream of requests that QuickBooks can't answer without a human.
Suppliers chase blind
Has my invoice been approved? When does it pay? Suppliers email and call for information that exists in your file.
Invoices don't carry payment links
Customers who would pay immediately still have to find the bank details and type a reference — friction that costs you days.
External users can't touch QuickBooks
You can't give a customer a login to your accounting file — so the answer is always an export, an email, a delay.
How It Works
Agent on your server
A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.
Continuous replica
Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.
Web dashboard
Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.
What Your Team Can Finally Do
Common QuickBooks Portals Scenarios
The reseller's self-service
Distributor customers log in for invoices, statements and balances — the 'send me a copy' tickets stop entirely.
Supplier invoice intake
Suppliers submit invoices through the portal and watch the match-and-approve status — accounts payable stops fielding status calls.
Pay-from-the-portal
Open invoices carry payment links — customers click, pay, done. Days-sales-outstanding drops measurably.
Portal Pricing
Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.
Customer Portal
£69/mo
Add to any tier
- ✓Branded customer portal
- ✓Invoices & statements
- ✓Payment links
- ✓Unlimited customer logins
- ✓Announcements
- ✓Email support
Both Portals
£129/mo
Bundle
- ✓Customer portal
- ✓Supplier portal
- ✓Invoice submission
- ✓Remittance visibility
- ✓Priority support
- ✓Quarterly review
Enterprise
Included
Bundled
- ✓All addons incl. portals
- ✓Custom domains
- ✓SSO for partners
- ✓SLA + service credits
- ✓Dedicated engineer
- ✓API access
Customer portal £69/mo, supplier portal £79/mo — or £129/mo for both. Requires a DevPros replica tier (from £59/mo).
QuickBooks Portals Data Access FAQ
Do customers ever see other customers' data?+
No — access is scoped per account at login. Each party sees only their own invoices, POs and balances.
Can the portal take payments?+
Open invoices carry payment links via Stripe or PayPal — customers pay directly and the payment reconciles in QuickBooks.
Can suppliers submit invoices?+
Yes — the supplier portal accepts invoice documents which match against open POs, with status visible to the supplier.
Does it expose QuickBooks directly?+
Never — portals read the replica only. Your company file is unreachable from the external layer.
Your QuickBooks Portals Data, Reachable
If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.