From a QuickBooks aging report to a reliable follow-up list
Use QuickBooks Online aging reports as the starting point for invoice follow-up. Check dates, credits, contacts, and existing reminders before sending.
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QuickBooks
Use QuickBooks Online accounting records to guide invoice follow-up. Understand aging reports, synced payments, and Clawrk's read-only accounting connection.
A PRACTICAL STARTING POINT
Let QuickBooks hold the record. Keep follow-up connected.
Read the QuickBooks integration detailsFor a connected client, QuickBooks Online is the accounting source and Clawrk organizes the follow-up around it. Match each Clawrk client to the correct QuickBooks company, review the initial sync, and make accounting corrections in QuickBooks. This keeps the team working from the ledger while reminders, replies, and payment commitments stay together in the practice workspace.
- Check the company before connecting. Each client company has its own authorization and accounting records.
- Use the aging report to understand what is open, then review individual invoices and conversations before choosing the next action.
- Sync recent accounting changes before outreach. A payment or credit can change the amount due; Clawrk does not write accounting adjustments back to QuickBooks.