QuickBooks
QuickBooks invoice follow-through
Turn a current invoice report into a short review list and payment drafts with the right balances.
Sort unpaid invoices
CrewBuddy can group a fresh report into balances to verify, drafts to prepare and disputes for owner review. Start with Sort unpaid invoices.
Draft a payment note
Use a confirmed balance, due date and invoice number. QuickBooks Online documents manual and automatic reminders; check existing sends first. Start with Draft a payment note.
Prepare invoice context
Keep invoice sent, partially paid and paid distinct in the job handoff. The accounting record supplies the status. Start with Prepare invoice context.
What you provide
Provide a dated unpaid report and recent payment updates from the person managing your books. For these drafts, no bank password or accounting key is needed. Any proposed connected access needs the account owner to review sign-in and permissions privately first.
Limits to know
File-based writing is not an active QuickBooks connector. The assistant does not reconcile books, apply fees or decide tax treatment here. A reminder list cannot disable QuickBooks automations; someone with account access must check the actual settings.
Sources: Intuit: invoice reminders
Setup in 3 steps
Turn a current invoice report into a short review list and payment drafts with the right balances.
- Export a small, current unpaid-invoice report.
- Check live balances, disputes and reminder settings.
- Review one draft and assign who sends it.