QuickBooks accounting handoff
Tockly imports approved customer and unpaid invoice details from QuickBooks Online. Confirmed, sent Tockly invoices can also upload as open sales invoices containing the customer, invoice number, dates, notes, individual lines, quantities, prices and tax, with the original Tockly invoice PDF attached. Saved totals are checked against Tockly before the upload is marked complete.
Know what needs attention
The Tockly workspace keeps each invoice's due date, reminder history, responses and next action together.
- Import customers and open invoices
- Refresh invoice payment status
- Schedule email reminders
- Add SMS and later-stage collection actions
Stop reminders after payment
When QuickBooks Online reports a synced invoice as paid, Tockly updates its status and prevents unnecessary follow-up from continuing.
Start invoicing with Tockly
Create invoices and manage follow-up in one workspace. Choose your membership and try Tockly free for two months.
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