Automated QuickBooks AR Aging Reports
Every Monday morning, WebRun opens QuickBooks Online, runs the accounts receivable aging report, writes each overdue invoice into a running Google Sheet with its customer, amount and days late, and emails you a one-screen summary of the week's collection priorities.
How do I get a weekly report of overdue QuickBooks invoices?
WebRun opens QuickBooks Online every Monday, runs the accounts receivable aging report, and writes each overdue invoice into a Google Sheet with its customer, amount and days late. It then emails you a short summary from Gmail, so you start the week knowing exactly who owes what.
- You open Monday knowing your exact outstanding balance
- Every overdue invoice is tracked week to week in one sheet
- Balances sliding into the 90 day bucket get flagged before they age out
Built for small business owners · bookkeepers · accounting teams · trades and services firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.qbo.intuit.com/loginin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - read the receivables aging
intuit.com
WebRun opens QuickBooks to read the receivables aging. - Open QuickBooks Online and go to Reports
- Run the Accounts Receivable Aging Summary and the Detail view
- Capture each open invoice with its customer, number, amount, due date and days overdue
- Note the aging bucket each invoice falls into
Done when Every open invoice past its due date has been captured with its bucket.
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2
Google Sheets - log every overdue invoice
google.com
WebRun opens Google Sheets to log every overdue invoice. - Open your Receivables sheet and add a row per overdue invoice
- Stamp the run date so you can see how each balance moves week to week
- Mark invoices that cleared since the last run as paid instead of deleting them
- Sort the tab so the oldest and largest balances sit at the top
Done when The sheet shows this week's overdue list with last week's rows still intact.
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3
Gmail - email you the week's summary
gmail.com
WebRun opens Gmail to email you the week's summary. - Email you a summary: total outstanding, count by aging bucket, and the five biggest balances
- Call out anything that moved into the 90 day bucket this week
- Link the sheet so you can open the full list in one click
- Send only to you. Never email a customer about their balance
Done when Your Monday receivables summary is in your inbox with a link to the sheet.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email my customers about unpaid invoices?
No. The only email it sends goes to you. Chasing a customer is your call, and WebRun never contacts anyone on your customer list on its own.
Does it change anything inside QuickBooks?
No. It only runs reports and reads them. Invoices, payments and customer records are left exactly as they are.
What happens to invoices that get paid?
They are marked paid in the sheet on the next run rather than deleted, so you keep a week by week record of how each balance moved.
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