Accounts Receivable (AR) Support

Sunstone Ledger helps organize your Accounts Receivable workflow—so invoicing, payments, and outstanding balances are tracked cleanly in QuickBooks.
The goal is simple: clear visibility into what you’re owed, what’s been paid, and accurate reporting month to month.

This service is ideal if receivables are tracked across spreadsheets, email threads, and payment processors—and you want one consistent system.

Who this is for

  1. Service businesses that invoice clients and need clean payment tracking
  2. Teams that want visibility into outstanding balances and timing of collections
  3. Businesses using multiple payment methods (checks, ACH, cards, Stripe, etc.)
  4. Owners who want invoices and payments reflected correctly in financial reports

What’s included

  1. Customer list organization and consistent customer naming
  2. Invoicing workflow setup (create → send → track → record payment)
  3. Accurate posting of invoices and payments in QuickBooks
  4. Basic receivables visibility (what’s open / what’s overdue)
  5. Review for common issues (duplicates, misapplied payments, missing invoices)
  6. Month-end alignment: receivables reflected correctly in reporting

Fix your invoicing workflow

Email us with how you invoice, how you get paid, and roughly how many invoices you issue per month — we’ll recommend the best AR workflow and scope for your business.

Request a quote View pricing

What’s not included (typical)

  1. Collections activity (calling clients, legal collection steps)
  2. Legal services or contract review
  3. Tax filing and IRS representation (separate service)
  4. Pricing/contract strategy (can be discussed separately if needed)

How it works

  1. Intake: confirm how you invoice, how you get paid, and your current tools
  2. Workflow: define a consistent invoice and payment tracking process
  3. Posting: record invoices and payments correctly in QuickBooks
  4. Visibility: maintain a clear view of open invoices and timing
  5. Close: ensure AR is reflected correctly in monthly financial reports

What you get each month

  1. Cleaner AR records and fewer “lost” invoices/payments
  2. Visibility into outstanding balances and cash timing
  3. More reliable revenue recognition and reporting
  4. Action items when something needs attention (missing payment, mismatch, duplicate)

What we need from you

  1. QuickBooks Online access (admin if possible)
  2. How you invoice (templates, terms) and how you receive payments
  3. List of clients/customers and typical billing frequency
  4. Payment processors/platforms (Stripe, PayPal, etc.) if used

FAQ

Do you create and send invoices for clients?
We can help set up a consistent invoicing workflow. Ongoing invoicing execution depends on your scope and preferred process.
Can you track what’s outstanding and overdue?
Yes. We maintain visibility into open invoices and overdue items so you can manage collections timing and cash flow.
Why do invoices and payments get messy?
Common causes are misapplied payments, duplicates, missing invoices, and mixing deposits with invoice-based posting. A consistent AR workflow fixes this.
Is AR support included in monthly bookkeeping?
It depends on scope. Some clients add AR workflow support as an add-on to monthly bookkeeping and reporting.
Do you work with Stripe/PayPal and other processors?
Yes. We align payment processor activity with invoices and QuickBooks posting to keep AR and reporting clean.

Email us: how you invoice, how you get paid, and roughly how many invoices you issue per month — we’ll recommend the best AR workflow and scope.