Automated QuickBooks Customer Statements
Every Monday, WebRun opens QuickBooks, pulls the accounts receivable ageing, prepares a statement for each customer carrying an open balance and leaves it unsent for your approval, posts the who-owes-what summary to Microsoft Teams, and texts you the total outstanding through Twilio.
How do I send customer statements from QuickBooks every week?
Every Monday WebRun opens QuickBooks, finds every customer carrying an open balance, and prepares each customer statement with the invoices and ageing behind it. It leaves the statements unsent for your approval, posts the who-owes-what summary to Microsoft Teams, and texts you the total outstanding through Twilio.
- Every customer with a balance gets a weekly nudge without anyone building the list
- The oldest debts surface at the top of the Teams post each Monday
- No statement leaves QuickBooks until you approve it
Built for small business owners · bookkeepers · accounting firms · credit control teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - prepare each statement
qbo.intuit.com
WebRun opens QuickBooks to prepare each statement. - Open QuickBooks and run the accounts receivable ageing report
- List every customer with an open balance and the invoices making it up
- Prepare a statement for each of them covering the outstanding invoices
- Leave every statement unsent as a draft for you to review. Nothing goes to a customer on its own
Done when Every customer with an open balance has a statement prepared and waiting for approval.
-
2
Microsoft Teams - post who owes what
microsoft.com
WebRun opens Microsoft Teams to post who owes what. - Post the week's summary to your finance channel
- Show each customer, the balance, the oldest invoice date and the ageing bucket it falls into
- Put the largest and oldest balances at the top, and mark which statements are waiting on your approval
Done when The finance channel has this week's ageing summary and the approval queue.
-
3
Twilio - text you the total
twilio.com
WebRun opens Twilio to text you the total. - Send a short text to your own saved number with the total outstanding and how many customers it covers
- Call out anything that crossed into the 90 days and over bucket this week
- Only text the owner number on file. Never text a customer
Done when You have a text with the total outstanding and the newest problem accounts.
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 send statements to customers without me?
No. Every statement is prepared in QuickBooks and left unsent, and the Teams post lists what is waiting. You approve each one before a customer sees anything.
What if a customer paid over the weekend?
They are skipped. WebRun reads the live accounts receivable ageing in QuickBooks at the start of each run, so anyone whose balance cleared drops off the list.
Who receives the Twilio text?
Only the owner number you save during setup. It carries the total outstanding and the accounts that aged into a worse bucket, and it never goes to a customer.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.