Find out how the Pinch Plus Chrome Extension integrates seamlessly with Xero and QuickBooks, offering instant insights into Contacts and Invoices directly from your browser.
Pinch Plus is not just an extension; it's your snappy assistant making it easy to navigate between Pinch Payments and your accounting software. Let's dive into what makes Pinch Plus a game-changer if you’re using Xero or QuickBooks (more connections coming soon!).
Features
- Real-Time Insights: Stay updated with instant information about Contacts or Invoices as you browse through Xero or QuickBooks.
- Effortless Navigation: Access Pre-Approval statuses, Customer Portal statuses, and payment statuses of invoices with a simple click.
- Direct Actions: Launch payment pages, enter payment information, and copy links for Pre-Approval or Customer Portal invitations without leaving your current page.
Supported Systems
- Xero (Contacts and Invoices)
- QuickBooks (Contacts and Invoices)
- Hubspot (Contacts)
- Cin7 Core (coming soon)
See it in action
Getting Started with Pinch Plus
Setup
- Compatibility Check: Ensure you're using Chrome version 116 (August 2023) or newer.
Installation
- Download Pinch Plus from the Chrome Web Store.
- Integration: Once installed, a Pinch icon will appear in the top right navigation menu inside Xero and QuickBooks, symbolising that your accounting platform and Pinch Payments are now connected.
How to Use
Navigate to Xero or QuickBooks in your Chrome browser.
Click the Pinch icon in the navigation menu to unveil the Pinch Plus side panel.
Explore the wealth of information and functionalities at your fingertips, enhancing your accounting operations with ease.
When viewing a Contact
- Quickly check Pre-Approval and Customer Portal statuses.
- Launch the Pre-Approval Page to manage Payment information effortlessly.
- Copy and send links for the Pre-Approval page or Customer Portal directly from the extension.
When viewing an Invoice:
- Get immediate updates on payment status (scheduled, paid, or failed).
- Directly access the Payment page to manage transactions on behalf of your customer.
- Verify the Customer's Pre-Approval status in a glance, ensuring you're always informed about automatic payments.
Fixing Common Issues with the Pinch Plus Chrome Extension
The Pinch Icon Doesn't Appear in Xero or QuickBooks
- Check Chrome Version: Ensure your Chrome browser is updated to version 116 or later. Visit
chrome://settings/helpto check your version and update if necessary. - Extension Installation: Verify that the Pinch Plus extension is installed and enabled. You can check this by going to
chrome://extensions/in your Chrome browser. - Extension Permissions: Confirm that Pinch Plus has the necessary permissions to operate with Xero and QuickBooks. Adjust the permissions in the extension settings if required.
The Extension Panel Does Not Display Information
- Refresh the Page: Sometimes, a simple page refresh can resolve display issues. Try refreshing Xero or QuickBooks to see if the information appears.
- Re-login: Log out of both your accounting software and the Pinch Plus extension, then log back in. This can help reset any session-related issues.
- Clear Cache: Clearing your browser's cache and cookies can resolve many display problems. Go to
chrome://settings/clearBrowserDatato perform this action.
Release Notes:
v0.1.6 (Apr 4, 2024)
- Fixed bug in QuickBooks connection causing side panel to show errors
v0.1.5 (Apr 2, 2024)
- Added support for Hubspot contacts (if connected to Pinch via integrations page)