The Collections Queue
Which invoices should you chase, and which should you leave alone?
Drop in your QuickBooks aging report. It sorts every open invoice into chase, hold, or hand-to-you, with the reason. Nothing sends. Nothing uploads. Your data stays in your browser.
Your aging report
Drop your QuickBooks A/R Aging Detail export here, or choose the file.
Export it from QuickBooks Online: Reports, then A/R Aging Detail, then Export to Excel or CSV.
This tool runs entirely in your browser and needs JavaScript.
What this page does not do
- Nothing uploads. Your export is read in this tab and never leaves it.
- Nothing sends. This tool cannot email anyone; it sorts a queue for you to act on.
- Nothing connects. Aging data only — nothing drafts, everything is sorted.
This is enforced by the page's Content-Security-Policy, which blocks connections to anywhere but this site. You can confirm it in your browser's developer tools.
What the connected tier adds
Connect payment history and the queue stops guessing. A customer who has always paid on day 45 reads differently from one who has never been late, and the queue can tell them apart.
Connect communications and the disputes, the promises and the prior touches become visible. An invoice already under discussion stops looking like silence.
Connect the billing contacts and a reminder can be written to the person who actually pays it, prepared and held for your approval. Nothing sends without you, at any tier.
Each of those connections takes invoices off your desk: fewer arrive as a judgment call for you, more are handled before they reach you. Connect more, escalate less.