Q2 + Autobooks

The connected small business experience, inside Q2

Autobooks brings receivables, payables, accounting, and lending together inside your Q2-powered digital banking.

Autobooks Partnership Model Implementation Resources Meet with Our Team

Autobooks Packages 


Packages that evolve your small business strategy

Start with what fits your strategy today and expand as the value proves itself. Each package builds on the last.

Basic

Invoicing and payment acceptance inside digital banking

Plus

Advanced payments, Tap to Pay on iPhone, and working capital

Pro

The full connected solution: receivables, payables, accounting, lending, and Autobooks Hub

Smart Checking

Autobooks Pro aligned to your business checking strategy

Four steps to a successful program


Everything you need to launch and manage your Autobooks program.

Step 1: Prepare to go live


Request Access

Review the app summary in the Q2 Innovation Studio Partner Catalog and submit the request.

Autobooks Basic - Overview
Autobooks Pro - Overview

Operational Form 

Assign your team contacts and Hub admin access.

Operational Form

Implementation Form  

Provide technical details for account setup.

Implementation Form

Capability Demos  

Watch walkthroughs of the most commonly used Autobooks capabilities.

Watch Now

The Hub  

Track usage, ROI, and third-party competitor activity.

Learn more

Launch Workshop

Live sessions plus ongoing coaching and resources.

Join the waitlist/register

Training Resources

Webinars, reference materials, and internal go-to-market collateral.

Autobooks Training Resources

Internal Presentation

Ready-to-use slide deck for stakeholder alignment.

Autobooks Overview Presentation

Step 2: Configure & Test


Q2 Configuration Guide

Technical steps to enable Autobooks for testing and go-live.

Learn More

Composable Dashboard Guide

Enable Autobooks within your composable dashboard.

Learn More

Tap to Pay on iPhone Guide

Enable Tap to Pay on iPhone for your small business customers.

Learn More

Testing Guide

Configure a test user and explore invoicing, payment links, and accounting.

Testing Guide

Partner Success Center

Answers to frequently asked questions.

Partner Success Center

Step 3: Announce Your Launch


Marketing drives awareness, engagement, and activation. Free marketing materials are ready to use.

Launch Announcement Kit

Campaign materials to announce Autobooks to your customers.

Get Started

Q2 Composable Dashboard Ads

Digital ads formatted for common placement sizes.

Get Started

Q2 Discover and Autobooks

Use your Q2 digital banking features, including Q2 Discover, to promote Autobooks to your small business customers.

Get Started

Annual Marketing Calendar

Quarterly campaign plan with seasonal tie-ins.

View Now

Go-to-Market Resources

Evergreen marketing assets, videos, templates, and campaigns.

View Now

Step 4: Manage Your Program


Autobooks Hub

Monitor program activity, measure success, and identify opportunities.

Autobooks Hub

Product Updates

Latest enhancements, small business feedback, and data insights.

Learn More

Now available for Q2 financial institutions

Tap to Pay on iPhone


Q2-mobile-dash-mockup

Offer Tap to Pay on iPhone to your small business customers. Accept contactless payments inside your mobile banking app. With Tap to Pay on iPhone and Autobooks, small business customers can accept in-person, contactless payments right on their iPhone, directly inside your mobile banking app. No extra terminals or hardware needed.

Tap to Pay on iPhone is an add-on to the Autobooks solution. To enable the Autobooks solution inside your Q2-powered digital banking, follow the four steps above.

Tap into a new way to better serve and monetize small business relationships.