CEDIA 2023 is a wrap, and the orange pants were back in full force. If you were in Denver, it was great to see you. If you couldn’t make it, this is your inside look at what we shared.
Smarter QuickBooks Integration
We previewed a major update to Portal’s QuickBooks Online integration, designed to give you more control over how proposals sync into your accounting system.
Including:
Choose how proposals push into QuickBooks
Create a single line for parts and another for labor, based on dealer feedback
This gives you cleaner estimates, fewer sync issues, and a smoother handoff from sales to finance.
Bring Your Own Payment Processor
Next up: Portal Payments is getting more flexible.
We're adding support for QuickBooks Payments, Stripe, and Square, so you can use your own processor while still getting the benefits of Portal’s payments flow, like
Convenience fees for credit cards
Instant deposit requests when a client signs
Faster payouts and better rates
It’s the best of both worlds. More control. Less admin.
Change Orders
Once a proposal is accepted, it’ll be locked for editing. Any changes will trigger a change order, either
Internal (for tracking only)
Client-facing (for approval)
Change orders live inside the original proposal, with a color-coded change history your client can click through. It’s all visible through the same live project link they already have.