Home · Business tools · Find out which QuickBooks customers are late and what to send each one
Find out which QuickBooks customers are late and what to send each one
Overdue invoices are buried in QuickBooks. Get late customers by age and reminder wording for each stage.
The prompt · ChatGPT
Help me chase late QuickBooks customers. If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've
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What you get (sample answer)
1–30 days: Meadow Cafe 340, Bright Kids 180 (total 520). 31–60: Vale Plumbing 910. 90+: Carter Events 1,250 (INV-882). Reminder (31–60): "Hi Sam, invoice INV-774 for 910 was due on 12 Jul. Can you confirm when it will clear?" Phone opener for Carter: "Hi Lee, ringing about INV-882 before we put the account on hold."
US QuickBooks Online users with a ChatGPT account: in ChatGPT, open Apps, search Intuit QuickBooks, choose Connect and sign in. The app is US-only.
Everyone else: in QuickBooks, open Reports, run the A/R ageing report, then Export to Excel.
Paste the prompt above and attach the report if you're not using the app.
Why it helps
Reminders go out late or not at all, and when they do they all say the same thing, whether the customer is three days late or three months.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.