How can I filter for only high-value overdue invoices?

DryMerge allows you to filter overdue invoices by their value. Simply define what 'high-value' means to you, and DryMerge will handle the rest.

Can I also send a reminder email for overdue invoices?

Yes, you can configure the automation to send a reminder email along with creating a task in Microsoft To-Do. Just specify this additional requirement, and DryMerge will take care of the rest.

Which people use this automation? What do they use it for?

This automation is useful for accountants and financial managers who need to ensure timely follow-up on overdue invoices to maintain healthy cash flow.

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Microsoft To Do + QuickBooks

Add Tasks in Microsoft To-Do for Overdue QuickBooks Invoices

Keep on top of overdue invoices by creating a task in Microsoft To-Do whenever an invoice in QuickBooks becomes overdue. This ensures that overdue invoices are promptly followed up on, improving cash flow and customer communication.

Invoice Overdue

Triggers when an invoice becomes overdue in QuickBooks.

Create Follow-Up Task

Creates a task in Microsoft To-Do for the overdue invoice.

See more Microsoft To Do to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Add Tasks in Microsoft To-Do from QuickBooks Purchase Orders

Microsoft To Do + QuickBooks

Add Tasks in Microsoft To-Do for New Customer Records in QuickBooks

Microsoft To Do + QuickBooks

Create To-Do Tasks from New QuickBooks Invoices

Microsoft To Do + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add tasks in Microsoft to-do for overdue QuickBooks invoices"

Add tasks in Microsoft to-do for overdue QuickBooks invoices

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft To Do + QuickBooks.

Create Microsoft To-Do List

Creates a new list in Microsoft To-Do

List Microsoft To-Do Lists

Lists all the lists in Microsoft To-Do

Create Microsoft To-Do Task

Creates a new task in a Microsoft To-Do list

Update Microsoft To-Do Task

Updates an existing task in Microsoft To-Do

Mark Microsoft To-Do Task as Completed

Marks a task as completed in Microsoft To-Do

List Microsoft To-Do Tasks

Lists all tasks in a Microsoft To-Do list

New Microsoft To-Do Task

Triggers when a new task is created in Microsoft To-Do

Completed Microsoft To-Do Task

Triggers when a task is marked as completed in Microsoft To-Do

Updated Microsoft To-Do Task

Triggers when a task is updated in Microsoft To-Do

New Customer

Triggers when a new customer is created in QuickBooks

New Invoice

Triggers when a new invoice is created in QuickBooks

New Payment

Triggers when a new payment is recorded in QuickBooks

App details

Microsoft To Do

Microsoft To Do is a cloud-based task management application. Create to-do lists, set reminders, and collaborate on shared tasks to boost productivity.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.