A nonprofit has years of uncollected transactions in accounts receivable and needs to segregate old, likely uncollectible items from recent collectible ones, but QuickBooks Online only supports one open item account with customer detail.

Workarounds Described

• Manually reviewing years of open customer balances to decide what to collect or write off

Implied Software Gaps

• AR aging and segregation tool that automatically categorizes old receivables as likely uncollectible and keeps recent items in a separate collectible bucket within QuickBooks Online

AR Cleanup Assistant for Nonprofits

A cloud-based tool that connects to QuickBooks Online and automatically ages accounts receivable, segregates transactions by collectibility risk, and provides a dashboard to manage write-offs and collection efforts. It simplifies the cleanup process for nonprofits with neglected AR by applying configurable aging rules and generating the necessary journal entries.

Existing Solutions Mentioned