Accounting
Past-due QuickBooks Online invoices, handed off to collections
Many small businesses across the U.S. keep their books in Intuit's QuickBooks Online. On request, Fortis can review how past-due invoices and A/R data from QuickBooks Online could be handed off for collections.
Markets: USA · Canada
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with QuickBooks Online
Once your request has been reviewed and individually activated, Fortis would take over past-due QuickBooks Online invoices as collection cases and handle the next steps with your debtors. Invoice data and your A/R aging report could serve as the starting point. Payment and case status updates would come back to you in the agreed format.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from QuickBooks Online
- Open invoices
- A/R aging report
- Customer records
- Payments and partial payments
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
QuickBooks Online is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.