← All recipes

QuickBooks overdue invoice reminders (Make)

Find every open QuickBooks invoice that's past its due date and create a draft reminder email for each one.

Steps

1. Add QuickBooks Online → 'Search for Invoices' with the query select * from invoice where Balance > '0' and DueDate < '{{formatDate(now; "YYYY-MM-DD")}}'. Compare on DueDate, not TxnDate, or you'll pick up invoices that aren't due yet.
2. Add Microsoft 365 Email → 'Create a Draft Email'. In production, To = BillEmail.Address. Test first with your own address hardcoded in To, and put a line at the top of the body: Would go to: {{BillEmail.Address}}.
3. Subject: Reminder: Invoice {{DocNumber}} is past due.
4. Body (HTML, use <br> for line breaks): customer name, invoice number, due date, and the open balance with {{formatNumber(Balance; 2)}} (same for TotalAmt).
5. Run once, then compare the drafts to the overdue invoices in QuickBooks before switching To over to the customer's address.

Tips

• Sandbox setup: create an app on the Intuit developer portal, copy its development Client ID and Secret, then in Make's QuickBooks connection open Show advanced settings, paste them, and set Use sandbox = Yes. Add Make's redirect URI to the Intuit app.
• Keep it creating drafts, not sending, until you've reviewed several runs.
• Ops on Make's free plan: 1 for the search plus 1 per overdue invoice each run (1,000 ops/month).
• Schedule it weekly (e.g. Monday morning) so customers don't get daily reminders.

Tested: Tested against a QuickBooks Online sandbox company: 10 of 10 overdue invoices matched; drafts created, not sent.

Keep a human check here: Medium risk

Steps are based on the vendor docs as of Oct 2026; verify module names in your account. Apps rename triggers and actions sometimes. Try it with test data or a sandbox company first.

Build it

Related recipes