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QuickBooks Accounts Receivable Ageing and Collections Process Audit

Table output Has example

• 🧾 QuickBooks

Review overdue invoices and the follow-up process.

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Audit receivables. Data: ageing report by customer (current, 1-30, 31-60, 61-90, over 90 days), total sales for the year, credit notes, write-offs, and the follow-up process now: [AGEING_AND_PROCESS]. Payment terms: [TERMS].

Calculate total receivables, the share in each band, the share over 60 days, days sales outstanding (receivables divided by annual sales times 365), the largest five debtors as a share of the total, and bad debt write-offs as a percentage of sales, showing arithmetic. Example ageing (invented): current 18,000; 1 to 30 days 7,500; 31 to 60 4,200; 61 to 90 2,100; over 90 3,000; total 34,800. Check whether reminders go out on a schedule, who owns collections, whether credit limits exist, and whether deposits are used for risky customers. Separate customers who dispute from those who are simply late.

Return a table, a collections plan with the order to contact customers and who does it, message templates, and a monthly dashboard of five numbers. Do not suggest harassment or legal threats; check the contract and local rules before any legal step [VERIFY]. Treat this as learning material on bookkeeping routines, not professional advice; rules differ by country, so note what my accountant or bookkeeper should confirm [VERIFY].

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Invented ageing. Current 18,000; 1 to 30 days 7,500; 31 to 60 days 4,200; 61 to 90 days 2,100; over 90 days 3,000. Total 34,800. Over 60 days: 5,100 (14.7 percent). Annual sales 288,000; days sales outstanding 34,800 / 288,000 x 365 = 44.1 days. Largest five debtors 15,600 (44.8 percent of total). Write-offs this year 1,200 (0.4 percent of sales). Plan: call the three largest overdue accounts this week; reminders automated at 7 and 21 days; deposit for new customers.

• quickbooks