Common questions

How long does setup take?

Most businesses are live within one business day of connecting QuickBooks — we handle the setup with you.

What happens to our existing QuickBooks data?

Nothing changes on your end. We connect to your existing QuickBooks account — we don't import, duplicate, or modify anything already there. Payments simply sync against your real invoices going forward.

Can we cancel any time?

Yes — no long-term contract. Cancel whenever you need to.

Is our customers' payment data secure?

Card numbers are tokenized directly by our PCI-compliant payment partner — they never touch PayBooqs' servers, and bank transfers run over encrypted connections end to end.

Do you support both card and bank payments?

Card, ACH bank transfer, and check are all supported — customers pick whichever they prefer.

Do customers need to create an account to pay?

No — a customer can pay a one-time link in two clicks with no account at all. If they'd like ongoing access, they can also create a free account to see their full invoice history, past payments, and current balance any time, instead of waiting on a link every time they owe you money.

Can customers save a card for next time?

Yes — customers can save a card or bank account and pay future invoices in one click, without re-entering payment details. They can also turn on Autopay so recurring invoices are charged automatically on schedule, with nothing to chase down each month.

Do you work with QuickBooks Desktop, or only Online?

Both. PayBooqs connects directly to QuickBooks Desktop or QuickBooks Online, so you don't need to migrate to Online just to get a modern payment portal.

How do batch deposits get reconciled?

Automatically. When your payment processor settles a batch, PayBooqs matches it to the right QuickBooks payments and creates the bank deposit itself, dated to when the money actually lands — nothing to match up by hand at month end.

Do invoices and reminders send themselves?

They can. New invoices can go out the moment they're created, and overdue reminders follow a schedule you set — fully automatic. Your team can also send anything manually, any time, on top of that schedule.

Will this look like PayBooqs, or like our business?

Like your business. Your logo, your colors, and your own domain — customers only ever see your brand. PayBooqs stays invisible behind the scenes.

Is there a record of who did what in our account?

Yes — every action your team takes is logged with exactly which admin did it: payments taken, invoices resent, accounts changed, and more, each with a timestamp. Nothing is anonymous, and nothing has to be guessed at later.

← Back to home