Getting Started

1. Go to Settings in your QB Portal dashboard and click Connect QuickBooks.
2. You'll be redirected to Intuit to authorise access — sign in with your QuickBooks account and approve.
3. Once connected, your customers, products, invoices, payments, credit memos, and tax codes sync automatically.
4. Tokens auto-refresh in the background — you never need to reconnect unless you manually disconnect.

Changes in QuickBooks reflect in your portal within seconds via webhooks — no manual sync button needed.

Go to Storefront in the sidebar. Set your business name, upload a logo, and choose your public slug — this becomes your portal URL (e.g. qbportal.com/s/your-business). Changes save immediately and show on your customer-facing storefront in real time.

When a customer registers on your portal, they appear in Portal Users with a “Pending” status. You review and approve them before they can browse or order. You can also deactivate an approved user to suspend their access, or unlink their portal account entirely. Only approved users can log in and place orders.