Getting Started with ClientSynq
Welcome to ClientSynq! This guide will help you set up your account and start sharing invoices with your clients through a secure portal.
What is ClientSynq?
ClientSynq is a secure client portal that connects with your QuickBooks Online account, allowing you to:
- Share invoices with clients instantly
- Let clients view their invoices 24/7
- Process payments online (Pro plan)
- Customize the portal with your branding (Pro plan)
- Manage multiple team members (Pro plan)
Quick Start (5 Minutes)
Step 1: Create Your Account
- Sign up at clientsynq.com/signup
- Choose your plan (7-day free trial included)
- Verify your email address
Step 2: Connect QuickBooks
- Click Settings in the sidebar
- Select QuickBooks
- Click Connect to QuickBooks
- Log in to your QuickBooks account
- Authorize ClientSynq to access your data
What gets synced?
- Customer list (read-only)
- Invoices (read-only for Basic, read/write for Pro)
- Payment information
Your data is safe:
- Bank-level encryption
- Read-only access for Basic plan
- You can disconnect anytime
Step 3: Invite Your First Client
- Go to Clients in the sidebar
- Find a client from your QuickBooks list
- Click Send Portal Invitation
- Client receives an email with secure access link
- They can view invoices immediately (no account required)
Step 4: Customize Your Portal (Pro Plan)
- Go to Settings → Branding
- Upload your company logo
- Set your brand colors
- Preview the portal
Understanding the Dashboard
Key Sections
- Dashboard: Overview of invitations and activity
- Clients: Manage client portal access
- QuickBooks: Connection status and sync
- Settings: Branding, payments, team members
What Each Plan Includes
Basic Plan ($14.99/month)
- ✅ Up to 100 clients
- ✅ QuickBooks sync (read-only)
- ✅ Client portal invitations
- ✅ Secure invoice sharing
- ✅ Email support (48 hours)
Pro Plan ($29.99/month)
- ✅ Everything in Basic, plus:
- ✅ Unlimited clients
- ✅ Credit card & ACH payments
- ✅ Fee forwarding (recoup processing costs)
- ✅ Custom branding (logo & colors)
- ✅ Team member management
- ✅ Bulk operations
- ✅ Priority support (24 hours)
Enterprise Plan (Custom)
- ✅ Everything in Pro, plus:
- ✅ Custom integrations
- ✅ Advanced security features
- ✅ Dedicated account manager
- ✅ 24/7 support (4-hour SLA)
- ✅ Phone support
Common First Questions
How do clients access their invoices?
- You send them an invitation
- They click the link in their email
- They verify their email address
- They can view all their invoices instantly
No password or account creation required!
Is my QuickBooks data safe?
Yes! We use:
- Bank-level 256-bit encryption
- Secure OAuth 2.0 connection (industry standard)
- Read-only access by default
- SOC 2 compliant infrastructure
- Never store your QuickBooks password
Can I customize what clients see?
Yes! Pro plan users can:
- Upload company logo
- Set brand colors
- Choose which invoice fields to display
- Add custom messages
What if I need help?
- Email Support: hello@clientsynq.com
- Help Center: clientsynq.com/help
- Video Tutorials: clientsynq.com/help/videos
- FAQ: clientsynq.com/faq
Response times:
- Basic: 48 hours
- Pro: 24 hours
- Enterprise: 4 hours (24/7)
Next Steps
Once you're set up:
- Invite more clients - The more clients on the portal, the less email back-and-forth
- Set up payments (Pro) - Let clients pay invoices directly through the portal
- Customize branding (Pro) - Make the portal match your business
- Invite team members (Pro) - Give your team access to manage clients
Useful Links
Still Need Help?
Can't find what you're looking for? Contact our support team and we'll help you get started!
Last Updated: October 26, 2025