BadCop › Integrations › QuickBooks Online
Automatic, escalating invoice reminders for QuickBooks Online
QuickBooks Online exports the Invoice List and Open Invoices reports to Excel/CSV. Reminders exist but are all-or-nothing per customer, with no escalation.
1. Export your invoices
In QuickBooks Online, find the invoice list or the invoice report and export it as CSV (menu names move between versions; look for Export or Download). You need, at minimum, the invoice number, the customer name and email, the amount, and the issue date. Include the due date and status if the export offers them.
2. Map the columns
| BadCop column | From the QuickBooks Online export |
|---|---|
invoice_id | Invoice number / ID |
client_name | Customer / Client name |
client_email | Customer email (add a column if the export lacks it) |
amount | Total or Amount due, excluding any fees |
issued_date | Invoice date, as YYYY-MM-DD |
due_date | Due date, or leave blank to use your net terms |
status | open for unpaid / sent / overdue, paid for paid, void for cancelled |
Rename the headers in a spreadsheet and save as invoices.csv. BadCop validates every row and tells you the line number of anything it cannot read.
3. Run the ladder
badcop init
# replace invoices.csv with your export, edit badcop.toml
badcop run --dry-run --verbose # read every email first
badcop run # schedule this daily4. Close invoices when the money lands
Export payments or bank transactions (from QuickBooks Online or from your bank) and run badcop match payments.csv --apply. Amounts are matched to open invoices; the matched ones are marked paid and their reminders stop. Ambiguous lines are listed for you.
QuickBooks Online is a trademark of its owner. BadCop is an independent open-source project and is not affiliated with it.