QuickBooks Online integration for automated credit control
AutoSettle connects to QuickBooks Online through Intuit's official OAuth 2.0 flow and keeps your receivables ledger in sync. Overdue invoices are grouped by customer, chased on a staged schedule across email, SMS, WhatsApp and post, and settled through payment links that reconcile back against the original QuickBooks invoice.
- Official Intuit OAuth — approved app, no scraping or CSV exports
- Invoices, customers, credit memos and payments kept in sync
- AI credit controller chases on your behalf, in your company's name
- Payment plans, settlement offers and statutory interest built in
Why QuickBooks reminders aren't credit control
Reminders don't escalate
QuickBooks can nudge a customer, but it won't shift tone, switch to SMS or WhatsApp, or move to a formal letter when the nudges are ignored.
Replies disappear into inboxes
Debtor responses, disputes and payment promises end up scattered across personal mailboxes with no shared history.
One customer, many invoices
Chasing invoice by invoice annoys good customers. AutoSettle groups every overdue invoice for a customer into a single conversation.
No path to a negotiated outcome
Some debts only clear through an instalment plan or a settlement. Neither exists in QuickBooks, so those balances just age.
How the QuickBooks integration works
Connect your company
Authorise AutoSettle from Settings, Integrations. You pick the QuickBooks company file to connect and can disconnect at any time.
Receivables sync
Open invoices, customers, credit memos and payments are imported and refreshed on a schedule, and re-checked immediately before any chase is sent.
Cases are built per customer
Numeric QuickBooks IDs are mapped to internal records so a customer's full balance, history and contact details sit in one recovery case.
A staged plan runs
Pick an AI persona and a recovery plan, or build your own stages with your own wording, channels and intervals.
Debtors pay or agree terms
Each chase carries a payment link where the debtor can pay in full, pay part, propose an instalment plan or accept a settlement offer.
Balances stay honest
Payments and credit memos reduce the chased balance immediately, and completed recoveries close themselves down.
What you can do once QuickBooks is connected
Automated workflows
Activate recovery automatically for any invoice matching your rules — days overdue, value band, customer, currency.
Per-company branding
Communications go out in your company's name with your own reply-to address, bank details and payment settings.
UK compliance built in
Statutory interest at Bank of England base plus 8%, compensation charges and Letters Before Action, all raised correctly.
Protected accounts
Customers in dispute, in legal recovery or on an agreed plan are excluded from routine chasing automatically.
Payment plans and settlements
Offer instalments with an optional downpayment, or a time-limited discount to settle — accepted terms pause chasing instantly.
Sync transparency
Every workflow shows its last sync time and match count, so you always know the data behind an automated decision.
Frequently asked questions
Related
Connect QuickBooks and start recovering
Authorise QuickBooks Online, pick a recovery plan, and let the AI credit controller work through your overdue invoices.