QuickBooks Online
Keep the chase list honest
If your open invoices live in QuickBooks Online, that is where the chase list should start. When the connector ships, overdue balances and customers will come across without a weekly export ritual. Until then, use CSV or XLSX import.
The point is simple: when the books show paid, email follow-ups should not keep firing. When something is overdue, it should appear where you decide the next action.
Import setup is meant for operators and bookkeepers — not a six-week IT project.