How to connect your accounting system to CollBox so you can start sending past-due invoices to collections
After you've signed up for a CollBox account (or connected via your Intuit credentials), you'll need to connect your accounting system to begin submitting debt for collections. See below for a step-by-step guide to connecting your accounting system:
Sign in and, on the Home screen of the CollBox application, click the Settings button on the left hand side.
From there, click Integrations.
Next, you'll click the Connect to QuickBooks button and you'll be redirected to Intuit's site to enter your credentials.
Sign in there to continue.
Next, you'll be prompted to give CollBox permission to connect with your QBO data. Click Authorize to continue.
Once you grant that permission, you'll be directed back to CollBox and your data will begin pulling into the system.
Soon, you should see the interface updating to reflect what is Collectible (all past due amounts that are eligible to send to collections), Collecting (what we are currently working on for you), Collected (what we've already collected for you) and what is Non-collectible (amounts that cannot be collected and the reason why).
Now, you'll just confirm that your Basic Settings and Company Settings are filled out and you will be ready to get started on placing your first debt with CollBox!