PhonePick

Integrations · Invoicing & accounting

QuickBooks and PhonePick File import

Export your invoice list from QuickBooks, import the CSV into PhonePick, and overdue invoices start chasing themselves.

Invoice chasing is on Operations and Growth. · PhonePick starts at $75 a month. No contract, no setup fee.

What it does

QuickBooks and the phone

This is a file import, not a live connection, and calling it anything else would be misleading. You export your invoices from QuickBooks as a CSV and import it under Money → Invoices; Wave and FreshBooks exports work the same way, as does a plain spreadsheet.

What you get for it is the chasing. Once an invoice is overdue, a reminder text goes out on the schedule you set, carrying a Stripe pay link if you have connected Stripe, and paying the link marks the invoice paid. Reminders go only between 9am and 8pm local time, never threaten and never add a fee, and always end with: already paid? Thank you, please ignore this.

Setting it up

How to connect it

  1. In QuickBooks: export your invoice list as a CSV.
  2. In PhonePick: Money → Invoices → import the CSV. You can also add invoices one at a time.
  3. Connect Stripe if you want the reminder to carry a pay link.

Being straight with you

What it will not do

Nothing syncs back. Marking an invoice paid in PhonePick does not mark it paid in QuickBooks, and an invoice you raise in QuickBooks tomorrow will not appear in PhonePick until you import again. There is no QuickBooks Online API connection and no Intuit app — if a live two-way sync is what you need, that is worth telling us, because it is a real build and not a switch.

Invoicing & accounting

The rest of this shelf

WaveFile import

CSV import, same as QuickBooks: export your invoices from Wave and import them under Money → Invoices. No live sync.

No page yet — ask us for it
FreshBooksFile import

CSV import, same as QuickBooks: export your invoices and import them under Money → Invoices. No live sync.

No page yet — ask us for it

The whole integration library →

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