The Portal's Settings page allows you configure the portal for your customers. 

  • Portal sign in URL - The URL used for your customers to access your portal. For information on changing this URL, see Account Settings: Display - Organization.

  • Organization name in Method - You can select whether to show your Organization name in your portal.

  • Portal contact email - 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. Recommended dimensions are 320x148 with a maximum size of 5mb. Logo can be in JPG, GIF, or PNG format.

  • Display logo

    • On sign in page - Show or not show logo on the sign in page.

    • 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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