For QuickBooks Online

Accounts receivable software for QuickBooks Online

Prime Accountax is the AR management and collections platform for QuickBooks Online. Sync invoices and customers automatically, send branded payment reminders, track promises and disputes, and get paid faster — without leaving QuickBooks behind.

QuickBooks Online is great for invoicing — but it was never built to chase the money. Prime Accountax connects to QuickBooks in one click and turns your open invoices into an automated, accountable collections workflow your whole team can see.

One-click QuickBooks sync

Invoices, customers, projects, and payments sync automatically from QuickBooks Online. When a customer pays in QuickBooks, the invoice closes here within seconds — no manual updates, no double entry.

Automated, branded reminders

Schedule smart follow-up sequences that send before and after the due date through Gmail, Microsoft 365, or your own SMTP. Every reminder is branded and tracked with a unique reference.

A real-time collections board

See every outstanding invoice in one view. Filter by customer, region, rep, project, due date, or collection stage — and bulk-send reminders in seconds instead of digging through QuickBooks.

Promises, disputes, and a customer portal

Customers get a secure link to pay, promise a payment date, or raise a dispute — no login required. Promises and disputes are tracked automatically so nothing slips.

What's included
  • Automatic QuickBooks Online invoice & payment sync
  • Smart multi-step email reminder sequences
  • Live collections board with powerful filters
  • Customer self-service payment portal
  • Payment-promise & dispute tracking
  • AR aging, DSO and collections reporting
  • AI collections assistant
  • Team & rep assignment and ownership

Frequently asked questions

Does Prime Accountax sync with QuickBooks Online?+

Yes. Prime Accountax connects to QuickBooks Online via secure OAuth in one click and syncs invoices, customers, projects, and payments automatically. Webhooks keep everything current in near real time.

Can I automate invoice reminders from QuickBooks?+

Yes. You build reminder sequences once, and Prime Accountax sends branded follow-up emails on schedule for every overdue invoice — via Gmail, Microsoft 365, or SMTP.

Will my QuickBooks data stay accurate?+

Yes. Because sync is automatic and two-way aware, when a payment lands in QuickBooks the invoice is marked paid in Prime Accountax automatically, so your AR view never drifts.

How much does it cost?+

Prime Accountax is $99 per month per organization, with QuickBooks Online sync included.

Ready to get paid faster?

Connect QuickBooks Online or Xero and start automating collections in minutes.