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QuickBooks collections center to track accounts receivable

QuickBooks collections center

QuickBooks added a new feature in 2011 which I would like to showcase today as it can help you tie up your end-of-year accounts receivables. The QuickBooks collections center displays which invoices are past due or almost overdue. If you are using QuickBooks for property management, tenant invoices will appear to let you know who has not paid rent or miscellaneous charges.

To access the QuickBooks collections center, open the Customer Center. There is a button on the top bar. You can switch between tabs on the top of the window to view the overdue invoices and the almost overdue invoices.

Within the Center, you can send emails to the customers to remind them of the invoices. If the customer is missing an email, the envelope warning shown above will appear. You can also keep notes of when you contacted the customer or tenant to collect the overdue invoice.

It even lists the phone number so you have all of the collection data in one place.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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