Keep QuickBooks Desktop. Get paid by text.
FlexAR works beside the QuickBooks file you already have. Every invoice goes out by text with a Pay now link, every card payment is written into QuickBooks for you, and nobody in the office has to move to anything new. On QuickBooks Online or another version? We connect those too.
The demo is the real software on a made-up company. No signup, nothing to install.
| Number | Description | Payment | |
|---|---|---|---|
| ✓ | 2241 | Boiler service | 634.42 |
| ✓ | 2241 | 3% card service fee | 19.03 |
Everything QuickBooks Desktop doesn’t do on its own
Your office keeps working in QuickBooks exactly as it does now. FlexAR does the sending, the collecting and the entering around it.
Invoices go out by text
The moment an invoice is written in QuickBooks, the customer gets a text with the amount and a private link to it. Reminders follow on the schedule you set, and replies come back to one inbox the whole office can see.
A Pay now link on every invoice
The customer pays by card or bank on their phone, from the invoice they are already reading. No login, no app, no check in the mail.
Works with your payment processor
Keep the merchant account you already have. We connect FlexAR to your processor, so the money lands where it lands today.
Payments written into QuickBooks for you
Each payment is entered as a Receive Payment against the right invoice, into the deposit account you choose. Nobody re-types a card payment again.
Card payments taken anywhere are picked up
A card run in the office, on the processor’s own website, or a recurring charge set up years ago: FlexAR finds it, matches it to the invoice and enters it. The few it cannot match wait for one click from the office.
Card surcharges handled
Add a card service fee if you choose. The customer sees it before they pay, and QuickBooks gets it as its own line — on the invoice, or on a fee invoice of its own for older ones.
- Payment plansSplit a big balance into installments the office approves.
- StatementsOne link with everything a customer owes, not eleven.
- Customer account pageOpen invoices, receipts and a pay button in one place.
- ReceiptsEvery payment thanked by text or email, without anyone remembering to.
- Who opened itSee that the invoice was opened, and when.
- Do-not-text listA customer says stop and it is honored everywhere, with a record.
- Staff seatsRoles for the front desk, the bookkeeper and the manager.
- AssistantDrafts a reply to a customer; a person still presses send.
Every card payment lands in QuickBooks, wherever it was taken
Most offices take cards in more than one place, and somebody re-types each one into QuickBooks at the end of the day. FlexAR reads them all from your processor and enters them against the right invoice.
- Receive Payment, applied to the invoice
- Into the deposit account you choose
- Card service fee as its own line
- Receipt sent to the customer
Card surcharges, done properly
If you pass card fees on, FlexAR adds them the way your bookkeeper would want.
- You set the rate. Card payments only; bank payments are never charged it.
- The customer sees it before paying. The pay page shows the fee and the total, not a surprise on the statement.
- QuickBooks gets it as its own item. Added to a recent invoice, or put on a fee invoice of its own that names the original, so an old invoice is never changed.
Getting started with QuickBooks Desktop
No new accounting system, no export, no moving your books. QuickBooks stays the record; FlexAR reads it and writes back to it.
We connect to your company file
Intuit’s own Web Connector runs on the computer that holds your QuickBooks file and checks in every few minutes. We set it up with you.
Your customers and invoices come across
Names, phone numbers, emails and balances are read straight from QuickBooks. Nothing is typed twice, and changes made in QuickBooks follow on their own.
You choose the words and the hours
Set when texts go out and what they say, connect your processor, try it on a few customers, then switch it on.
On QuickBooks Online, or set up your own way?
QuickBooks Desktop is where FlexAR started, and it is not the only one. We connect it to QuickBooks Online and to the other versions of QuickBooks too. And if the way your office works needs a different kind of QuickBooks connection — a separate company file per location, your own items and accounts, payments that go in a particular way — we build that for you. Tell us how you work below.
Try it on a sample company
Ridgeline Mechanical is a heating and plumbing contractor we made up, with a few thousand invoices behind it and this week's business already in it. Send a text, take a payment, set up a plan — it behaves exactly as it would on your own books. Press Charge a test card and watch the payment arrive in the system and in its QuickBooks a few seconds later.
- Nothing leaves itTexts and emails go through the whole system exactly as they would for you, then stop at the door. Nobody real ever gets one.
- No real moneyPayments run against a practice processor. No card is charged.
- Nobody real is in itEvery customer, invoice, phone number and message is invented.
Tell us about your office
We’ll come back to you with whether this fits and what it would take. If it isn’t a fit we’ll say so.