Accounts receivable software for QuickBooks Desktop, including Enterprise
A ranked worklist from your aging, reminder runs you approve before they send, and a portal where customers pay through your own Stripe account, connected through the Web Connector.
Sample Company, collections worklist
Aged today| Customer | Days late | Open | Next action |
|---|---|---|---|
| Northgate Logistics | 64 | 31,700.00 | Broken promise |
| Crestline Distributors | 41 | 13,000.00 | Dispute, paused |
| Alderwood Fabrication | 18 | 15,600.00 | Reminder drafted |
| Saddle Creek Supply | 67 | 12,800.00 | Second notice |
| Pinehill Producers | Current | 4,500.00 | Not yet due |
$199 a month for the first entity, $129 for each additional. Unlimited users, both connectors, and the close. Annual billing is two months free.
Pricing and implementation →Steda Receivables. Buying both products costs less than buying them separately.
Most receivables tools connect to QuickBooks Online only
The accounts receivable automation tools that come up in search connect to QuickBooks Online. The closest one to Steda on price lists Xero, QuickBooks Online and NetSuite on its integrations page, and no Desktop. On Desktop Enterprise that leaves the aging report, a spreadsheet of who to call, and a reminder schedule that treats every customer the same.
The people behind Steda have run month-end close on QuickBooks Desktop Enterprise and chased the invoices in it. Desktop was the first connection built, and everything Steda Receivables does works through it.
What the days on your aging are worth
Enter your revenue and your aging, and choose how many days you think you could take off.
We invoice $ a year on credit terms.
Our days sales outstanding runs about days, and money costs us percent a year.
Say we took days off it.
That price includes the reminder runs, the worklist and the portal. A bank payment through the portal carries a 0.5 percent fee capped at $5. See every figure.
Cash released is a one-time release of working capital. The carrying cost is what that cash costs you each year it stays in the aging. Steda does not forecast the days you would save; the days above are your own estimate.
How it runs
01
The aging comes across
One Web Connector run brings the open invoices, customers and credits out of the company file, Enterprise included. Without a connector, upload the customer list and the open items as files and the rest works the same.
02
The list gets ranked
Open items are aged on buckets you set, and the worklist is ranked by what is worth doing today. A promise pauses the chase until its date passes, and a dispute pauses it until it is settled.
03
You approve the run
Every reminder run previews the wording and the recipients, and nothing sends until somebody approves it. A new company starts in safe mode, where nothing can send.
What the Desktop connection does
It connects to Enterprise
Through the Web Connector, which Intuit ships for this purpose. Invoices, customers, credits, payments and the aging come in. Portal payments, payout deposits and reversals go back.
Payments written back
A payment taken through the portal is written back against the invoice in the company file, and the Stripe payout is reconciled to the bank deposit.
Checked against the company file
Each connection is checked against the file it belongs to before anything is written, so a run cannot write to the wrong company file.
Moving to QuickBooks Online
The aging history, policies, notes and promises are kept in Steda when you disconnect Desktop and connect Online. Your customers get new portal sign-in links.
Five things a reminder schedule cannot do
All five are in the product today.
See Steda Receivables, or the customer invoice portal on its own.
- Reminder runs that preview and hold until somebody approves them, with safe mode on by default.
- Promises to pay, recorded on the customer, pausing the chase until the date passes.
- Disputes raised by you or by the customer from the portal, pausing the chase while they are open.
- Escalations, so an account that has run out of steps goes to a person.
- Month-end aging movement and the allowance for credit losses, from the aging you filed.