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Accounting integration

AR automation and collections for QuickBooks Online

Finero automates collections on QuickBooks Online: it chases invoices, takes card and ACH through your processor, and posts payments back to QuickBooks.

QuickBooks stays your books and statutory reporting. Finero takes over the receivables work that QuickBooks reminders leave to your team: deciding who to contact, collecting the payment and matching it back to the invoice.

What the QuickBooks Online integration does, end to end.

  1. 1. Sync

    QuickBooks Online sends open AR, customer master and terms into Finero on a continuous basis.

  2. 2. Chase

    Fin chases every invoice by email, adding SMS and chat on Scale, and respects your customers' credit terms.

  3. 3. Collect

    Buyers pay card or ACH on hosted Finero pages, routed through your existing payment provider.

  4. 4. Reconcile

    Cash is matched to invoices at the line level and posted back to QuickBooks Online with audit trail.

How the QuickBooks Online sync works

Two-way and continuous: invoices, customers, and credit memos flow from QuickBooks Online into Finero; payments post back as matched receipts against the invoices they pay. QuickBooks stays the books: Finero never creates parallel records that need reconciling later.

Payments that can't be confidently matched are flagged for review rather than left as unapplied credits on the customer account.

Related: Cash application automation in depth

What QuickBooks Online invoice reminders do, and where they stop

QuickBooks Online can send up to three email reminders per invoice, scheduled up to 90 days before or after the due date, and only for invoices you have already emailed from QuickBooks. Every customer gets the same schedule and the same template, whatever they owe and however they usually pay.

That covers a small ledger of well-behaved customers. It stops at the point where collections needs judgment: a customer who replies with a question, promises to pay on Friday, pays part of the balance, or never opens email. Finero picks up there, working each invoice individually, putting a card and ACH payment page in every message, and posting the payment back to the right QuickBooks invoice when it clears.

Related: What is autonomous AR? · How to reduce DSO

Source: Intuit: send invoice reminders in QuickBooks Online

Taking card and ACH payments on QuickBooks invoices

Finero is processor-agnostic, so you can collect QuickBooks invoices through the provider you already use, such as Stripe, Authorize.Net, Braintree or PayPal, on your existing merchant agreement. The customer pays on a hosted page linked from the reminder, and the payment is recorded against the QuickBooks invoice it settles, so nobody re-keys receipts from the processor dashboard.

Related: Stripe · Authorize.Net · Braintree · PayPal

What it costs on QuickBooks Online

Finero Core is built for QuickBooks and Xero teams: $399 a month, billed monthly, covering one ERP and one payment provider and including 200 successfully paid invoices a month, with a 30-day free trial. Core connects in minutes and goes live the same day.

Related: Pricing

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Common questions about the QuickBooks Online integration

Does Finero write back to QuickBooks Online?

Yes. Cash receipts, credit memos and reconciliation entries are posted back to QuickBooks Online via its native API. Every action is auditable.

How long does the QuickBooks Online connector take to deploy?

Minutes. Finero Core connects to QuickBooks Online in minutes and goes live the same day.

Do we keep using QuickBooks as the system of record?

Yes. QuickBooks stays the books and statutory reporting; Finero owns the workflow between invoice and matched receipt.

What AR automation software integrates with QuickBooks Online?

Several tools do, and they differ in who does the work. Finero chases each invoice itself, takes card and ACH payment through your processor, and posts payments back to QuickBooks. Chaser syncs with QuickBooks for reminder-led chasing your team configures. Upflow offers a QuickBooks Online integration for a team-run collections workflow. Invoice Butler connects to QuickBooks and adds its own staff on its managed tier. Monk describes two-way QuickBooks sync for its AI agent.

How many invoice reminders can QuickBooks Online send?

Up to three email reminders per invoice, each scheduled up to 90 days before or after the due date, and only for invoices already emailed from QuickBooks. For anything beyond a fixed email schedule, such as replies, promises to pay or partial payments, you need a person or a collections tool on top.

Can customers pay QuickBooks invoices by card or ACH through Authorize.Net, Braintree or Stripe?

Yes, with Finero. It is processor-agnostic, so customers pay on a hosted card or ACH page through the provider you already use, and the payment is recorded against the QuickBooks invoice it settles.

How much does Finero cost for QuickBooks Online?

Finero Core is $399 a month, billed monthly, for one ERP such as QuickBooks Online and one payment provider, including 200 successfully paid invoices a month. It starts with a 30-day free trial and connects in minutes and goes live the same day.