Unified QuickBooks Customer Aging and Collections Dashboard
QuickBooks stores customer data across multiple windows, including notes, deposits, invoices, payments, aging, and email. To see everything, we previously had to keep several windows open while constantly searching, opening, and closing screens. Communicating with customers beyond QuickBooks’ standard letters was also difficult and time-consuming. I used Claude to write a program that brings this information together in one view. It creates an aging summary of all past-due accounts, with sortable columns for customer name, aging category, and total. I also added columns for the last payment and payment date. Clicking anywhere on a customer’s row opens a full drill-down of that customer’s data on one page. The accounting person can view invoices filtered by date or open invoices, see payments and the invoices they were applied to, review aging detail, run reports without leaving the screen, send emails, record collection notes, and print invoices. The software supports simultaneous access for multiple authorized users. The data stays up to date and can be refreshed at any time. This saves us hours of time compared with working through QBO. My next step is to have Claude automate reminder notices at 30 and 60 days, based on user-selected settings, as well as 90-day collection letters. These notices will be customizable while still allowing automation. Step-by-step: 1. I identified the customer information that was spread across QuickBooks windows, including notes, deposits, invoices, payments, aging, and email. 2. I used Claude to write a program that creates an aging summary of all past-due accounts. 3. I added sortable columns for customer name, aging category, total, last payment, and payment date. 4. I enabled users to click a customer row and open a full drill-down of that customer’s data on one page. 5. I included access to date-selectable invoices, open invoices, payments and their applied invoices, aging detail, reports, emails, collection notes, and invoice printing. 6. I set up the software so multiple authorized users can access the data simultaneously and refresh it whenever needed. 7. I plan to add customizable, automated reminder notices at 30 and 60 days and collection letters at 90 days.
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