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Autobooks

Streamline Your Accounting Needs in One Portal

Autobooks is a digital invoicing and payment acceptance tool built specifically for small business owners, helping you easily manage cash flow, electronic invoicing, online payments, and other accounting needs from a single portal.

Autobooks Features

See What Autobooks Can Do for You

From invoicing to reporting, Autobooks simplifies every stage of the payments and collections process. 

Invoicing
  • Customize invoices with your brand.
  • Accept a wide range of digital payments.
  • Deposit payments directly into your business checking account.
  • Automate invoice tracking and recurring payments.
Secure Payments
  • Generate a unique URL for your payment form.
  • Share securely via SMS, email, and your website.
  • Access detailed payment and donation history.
Customized Checkout Pages
  • Offer single items, quantity purchases, or a packaged offering.
  • Generate customer data capture fields for retargeting and receipt distribution.
  • Easily modify for events, recurring payments, and donations.
In-app Payment Acceptance
  • Free standalone app allows you to enter custom payment details.
  • Transparent, affordable processing fees.
  • Payments deposited into a linked checking account within two business days.
QR Payment Acceptance
  • Generate reusable customized QR codes that can be displayed or printed.
  • Simplify payments, even during crowded events.
  • Attach to invoices for a simplified collection experience.
Accounting and Reporting
  • Ditch the paper and pencil for modular, simplified digital reports.
  • Automatically generate and update profit and loss reports.
  • Cash flow management helps streamline incoming and outgoing payments.

How To Set Up Autobooks

  1. Sign into your online / mobile banking to find your dashboard. Then click on “Send an Invoice,” located in the “Send Invoice / Get Paid” dashboard card.
    1. If you don’t have this card on your dashboard, scroll to the bottom of your dashboard and select the “Organize Dashboard” button.
    2. Click on the “+ Add a card” button.
    3. Select the card and add it to your dashboard.
    4. Go back to step 1.
  2. You will be directed to sign up for Autobooks online the first time you click on the Autobooks card.
  3. Fill out the initial enrollment questions.
  4. After you input the necessary enrollment information, you will then need to select the account you wish to have these payments deposited into.
  5. All set! You’re now ready to use Autobooks. You can customize your invoices by exploring the settings in the Autobooks menu.

Need a hand setting up your Autobooks account?

Get in touch with our business banking team today for a walkthrough.

Online Banking for Business

Sign up for digital business banking with Idaho First Bank today and access Autobooks features from anywhere.

Sign In