Invoice Follow-Up & Bill Tracking · QuickBooks Online
Know who owes you. Know what's coming due. Inside QuickBooks.
For solo operators who manage their own QuickBooks but need help keeping invoices, unpaid balances, vendor bills, and due dates under control. We work inside your account as an invited user — you stay in control of your books, your bank account, and your payments.
QuickBooks Online subscription required
Plans
Three monthly plans. One clear scope.
Invoice Follow-Up Support
For businesses that need help tracking unpaid invoices and sending routine follow-up.
Up to 20 open invoices per month
Bill Due-Date Tracking
For businesses that need reminders and status tracking for vendor bills.
Up to 20 vendor bills per month
Invoice Follow-Up & Bill Tracking
The full picture — invoice follow-up and bill due-date tracking together.
Up to 35 combined invoices and bills per month
Additional volume: $5 per item or quoted separately. QuickBooks Online subscription is not included.
Office Navigators handles
- Create or monitor invoices in QuickBooks
- Track unpaid and overdue invoices
- Send approved reminder emails (when included)
- Track vendor bills and due dates
- Send bill due-date alerts
- Update invoice and bill status based on available information
- Maintain organized records inside QuickBooks
- Provide a monthly summary
You handle
- Maintain an active QuickBooks Online subscription
- Invite Office Navigators as an accountant or approved user
- Approve invoice follow-up language
- Make all vendor payments directly
- Confirm bill payments when not visible in QuickBooks
- Review the monthly summary
What Changes
Fewer late bills. Fewer unpaid invoices.
- You know exactly who owes you money
- You know which vendor bills are coming due
- Customers get follow-up reminders without you chasing them
- Late bills and missed due dates stop catching you off guard
- Invoice and bill records stay current inside QuickBooks
- You get a clear monthly summary of what's paid, open, and due
Strict Service Boundary
Office Navigators does not access client bank accounts, move funds, approve expenses, make vendor payments, provide tax advice, provide financial advice, or perform full-service bookkeeping. The client remains responsible for reviewing all invoices and bills, approving all follow-up, making all payments, and confirming payment status when needed.
Ready to hand off invoice and bill tracking?
QuickBooks Online required. Book a short call and we'll walk through what to expect in the first 30 days.