How to Use QuickBooks Automations to Get Paid Faster (and Stress Less)

Running a business means wearing a lot of hats—marketer, customer service rep, project manager, and accountant… just to name a few. When your to-do list is never-ending, managing invoices and following up on payments can easily fall through the cracks.

Here’s the good news: QuickBooks has powerful automation tools that can handle some of those tasks for you. They’re simple to set up, but I often see them overlooked. By putting them to work, you can free up your time and get paid faster—without chasing down clients.

1. Set Up Recurring Payments

If you have clients on the same plan or package each month, QuickBooks can automatically generate and send their invoices for you. Pair this with automated payment processing, and you’ll never have to wonder if that retainer came through.

Why it matters:

• Eliminates manual invoice creation

• Keeps your cash flow consistent

• Reduces the chance of “I forgot to pay” moments

2. Turn On Payment Reminders

QuickBooks can send gentle nudges to clients when their invoice due date is approaching (or if it’s passed). This feature works in the background, so you don’t have to spend your afternoons sending awkward follow-up emails.

Why it matters:

• Reduces missed payments

• Improves cash flow reliability

• Saves you from uncomfortable conversations

The Payoff of Automation

By automating your recurring payments and reminders, you’ll:

• Reduce missed payments – because invoices aren’t getting lost in someone’s inbox

• Improve cash flow – so you can plan ahead without guesswork

• Free up more time – for marketing, client work, or simply taking a break

For the Woman in Business or Small Business Owner Wearing All the Hats

Whether you’re balancing motherhood with entrepreneurship or running a small service-based business solo, these tools make your financial processes smoother and less stressful.

Automation isn’t about replacing you—it’s about creating space for the work and life you love.

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