The Portal's Settings page allows you to set up the URL and the look of the portal for your customers. 

  • Portal URL - Configure the URL for your portal. If the portal name is in use, you will be informed when you try to save. Click the copy link to copy the portal URL to your clipboard.

  • Company Name - The text here will show in the header of the portal. 

  • Portal Contact Email Address - Set an email the user can click to contact you. 

  • Upload Logo - This logo appears in the portal as well as the sign in page.

  • Display logo on Sign In Page - Show or not show logo on the sign in page.

  • Display logo on Portal Header - Show or not show logo on the portal header.

Once you Save all changes, you and your customers are now ready to use the new sign in for the portal! 

Note: The email that shows up under Questions? Contact Us! is not set with the portal contact email. This email is the Company Email set up in QuickBooks.


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