Accounting service · Receivables
Accounts receivable management.
Accounts receivable management is the day-to-day work of getting paid — invoicing customers accurately and on time, applying payments as they arrive, keeping the AR aging current, and following up on overdue invoices on a steady cadence — so your revenue and cash position in QuickBooks reflect reality and your days-sales-outstanding comes down. We handle the bookkeeping and process side; we are not a collections agency and don’t pursue legal collections. Independent firm, not affiliated with Intuit Inc.
Accounts receivable (AR) management is the recurring work of converting sales into cash: invoicing customers correctly and promptly, recording and applying customer payments to the right open invoices, maintaining the AR aging report, and running a consistent collections cadence on overdue invoices to bring down days-sales-outstanding. The result is faster, more predictable collections and books that always show true outstanding receivables and cash. TechBrot runs this inside your own QuickBooks file. Important honest scope: we handle the bookkeeping and process side — invoicing, recording, the aging, and reminders — we are not a third-party collections agency and do not pursue legal collections.
Service maintained by the Certified QuickBooks ProAdvisor team at TechBrot Inc., an independent firm — not Intuit, and not Intuit’s official software support. Not affiliated with Intuit Inc.
Certified by Intuit
Real credentials held by our firm and operators — verification available on request.
Accounts receivable management, in five questions.
What is accounts receivable (AR) management?
It’s the day-to-day work of getting paid: invoicing customers accurately and on time, applying payments as they arrive, keeping the AR aging current, and following up on overdue invoices on a set cadence — all so your revenue and cash position in QuickBooks reflect reality. We handle the bookkeeping and process side; we are not a collections agency.
What does TechBrot’s AR service actually do?
We send invoices from your QuickBooks, record and apply customer payments to the right open invoices, maintain the AR aging report (current, 1–30, 31–60, 61–90, 90+), and run a polite, consistent reminder cadence on overdue invoices. The goal is faster, more predictable collections and books that always show true outstanding receivables.
How do you run accounts receivable in QuickBooks?
On a recurring schedule: issue and send invoices; apply incoming payments and deposits against open invoices; reconcile what cleared the bank; refresh the AR aging; send reminders on overdue invoices by aging bucket; and flag genuinely stuck balances for your decision. Set up correctly, the aging report becomes a reliable read of who owes you and how cash is trending.
Are you a collections agency or a lawyer?
No. We handle the bookkeeping and process side of receivables — invoicing, recording payments, the aging, and a steady reminder cadence on overdue invoices. We do not act as a third-party collections agency, report to credit bureaus, or pursue legal collections. When a balance needs a collections agency or counsel, that decision and that action stay with you and your advisors.
Who is AR management for?
Any business that invoices customers and waits to get paid — especially B2B firms, agencies, contractors, and service businesses where a growing or aging receivables balance is quietly tying up cash. If you’re profitable on paper but short on cash, or you’ve lost track of who owes what, AR management is the fix.
Accounts receivable management, plainly.
Accounts receivable is the money your customers owe you for invoices you’ve sent but haven’t been paid for yet. Managing it well is the difference between a business that’s profitable on paper and one that actually has cash in the bank. The work breaks into a few recurring pieces: getting invoices out accurately and on time; recording payments as they arrive and applying each to the right open invoice; keeping the AR aging report current so you can see who’s slow and how much cash is tied up; and following up on overdue invoices on a steady, professional cadence.
Done consistently, that loop pulls your days-sales-outstanding down and keeps your revenue and cash visibility honest. What this service is not is third-party debt collection. We handle the bookkeeping and process side — the invoicing, the recording, the aging, and the reminders inside your own QuickBooks file. We are not a collections agency, we don’t report to credit bureaus, and we don’t pursue legal collections. When an invoice is genuinely stuck and needs an agency or an attorney, we flag it with the detail so you can decide — the decision and the action stay with you and your advisors.
What our accounts receivable service covers.
Six recurring pieces — from invoicing to follow-up — that together keep receivables collected and the books honest.
Covers 01 · Invoicing — accurate and on time
We create and send your customer invoices from QuickBooks — correct amounts, terms, and customer records — so billing goes out promptly instead of slipping. Clean, timely invoices are the single biggest lever on how fast you get paid, and they keep invoices tied to the right customers.
Covers 02 · Applying customer payments
As payments arrive — checks, ACH, card, or deposits — we record them and apply each to the right open invoice, so the books show what’s truly paid versus still outstanding. Misapplied or unapplied payments are the most common reason an aging report stops being trustworthy.
Covers 03 · Maintaining the AR aging
We keep the AR aging report current — current, 1–30, 31–60, 61–90, and 90+ days — so you can see exactly which customers are slow and how much cash is tied up. The aging is the heartbeat of receivables; we make sure it reflects reality, not stale data.
Covers 04 · Overdue follow-up (collections cadence)
We run a consistent, professional reminder cadence on overdue invoices — statements and reminders timed to the aging buckets — so nothing slips quietly past due. This is the bookkeeping/process side of collections: steady, polite follow-up inside your books, not third-party debt collection.
Covers 05 · Reducing days-sales-outstanding (DSO)
By tightening invoicing, payment application, and follow-up, the time it takes to convert a sale into cash — your days-sales-outstanding — comes down. We track DSO and the aging trend so the improvement is visible, not assumed.
Covers 06 · Accurate revenue & cash visibility
With receivables maintained properly, your revenue and cash position in QuickBooks finally reflect what’s real — what’s been billed, what’s been collected, and what’s still owed. That’s the whole point: numbers you can plan and make decisions against.
How we run your accounts receivable.
Six steps, run on a recurring schedule inside your QuickBooks file — so invoicing, payment application, the aging, and follow-up never slip.
Issue and send invoices
On your billing schedule, we create and send invoices from QuickBooks — right amounts, terms, and customer records — so billing goes out promptly and consistently rather than whenever someone remembers.
Apply incoming payments
As payments land, we record them and apply each to the correct open invoice, then match deposits, so the books always show what’s genuinely paid versus still outstanding.
Reconcile what cleared the bank
We tie recorded payments and deposits back to what actually cleared the bank, so receivables and cash agree — no phantom payments, no missed deposits.
Refresh the AR aging
We update the AR aging report so the buckets (current, 1–30, 31–60, 61–90, 90+) reflect today’s reality — the read you use to see who’s slow and where cash is stuck.
Send overdue reminders on cadence
We send statements and reminders on overdue invoices, timed to the aging buckets — a steady, polite follow-up rhythm that gets invoices paid without you chasing them by hand.
Flag genuinely stuck balances
When an invoice stays unpaid despite the cadence, we flag it with the aging detail so you can decide the next move — a payment plan, a write-off, or handing it to a collections agency or counsel. That decision stays with you; we keep the books accurate either way.
Three signals you need AR management.
You’re profitable but short on cash
The P&L looks healthy but the bank account doesn’t. A growing or aging receivables balance is one of the earliest signals that profit is stuck in unpaid invoices — AR management converts it back into cash.
Invoicing and follow-up keep slipping
Invoices go out late, payments aren’t applied promptly, and overdue follow-up is whenever someone has time. Inconsistent receivables work quietly stretches your DSO and trains customers to pay slowly.
The aging report no longer ties out
Unapplied payments, duplicate invoices, or stale balances mean the AR aging can’t be trusted. When the aging stops reflecting reality, it’s a bookkeeping cleanup — not just a reminder email.
Receivables growing, or the aging won’t tie out?
A Certified ProAdvisor reviews the file free, then runs invoicing, payment application, the AR aging, and overdue follow-up inside recurring monthly bookkeeping ($400–$2,500+/mo); a cleanup runs $1,500–$15,000+ if the aging is behind. Independent firm — not a collections agency.
A Certified ProAdvisor runs receivables inside your books.
Getting paid faster isn’t about a louder reminder — it’s about a process that runs every week without anyone remembering to start it. A Certified QuickBooks ProAdvisor with active Online and Desktop certifications issues your invoices, applies incoming payments to the right open invoices, reconciles what cleared the bank, refreshes the AR aging, and sends overdue reminders on a set cadence — all against a written scope, all inside your own QuickBooks file. The honest boundary holds throughout: this is the bookkeeping and process side of receivables. We are not a collections agency, we don’t pursue legal collections, and a genuinely stuck balance comes back to you with the detail you need to decide the next move.
Free
file review first — we look at the books and the aging before we scope
$400–$2,500+/mo
AR management runs inside recurring monthly bookkeeping, scoped to volume
Independent
Certified ProAdvisor firm — not a collections agency, not Intuit
What people ask about AR management.
Is this a collections agency?
What does accounts receivable management include?
Will you chase my overdue invoices for me?
How does this reduce days-sales-outstanding (DSO)?
Does this work in QuickBooks Online and Desktop?
What if my receivables are already a mess?
How much does AR management cost?
Do you handle invoicing and customer records too?
Profitable on paper, short on cash?
Turn unpaid invoices back into cash.
If your receivables are growing, the AR aging no longer ties out, or invoicing and follow-up keep slipping, the cash is stuck in the books — not lost. Start with a free file review; from there AR management runs inside recurring monthly bookkeeping ($400–$2,500+/mo, scoped to volume), and a cleanup runs $1,500–$15,000+ when the aging is behind. Independent ProAdvisor firm, written scope before any work begins. Not a collections agency.