Export Invoices to QuickBooks Online

Practitioners may want to download Patient invoice information and filter it into a CVS file by date range. You can import it into QuickBooks Online to streamline your financial record-keeping process.

1. Log in as Admin.
2. Click on the Report icon (top left header).
3. Click on the Quickbooks button in the top left sidebar.
4. Select the Date Range.
5. Click Export (CSV file created).
6. Import the CSV into QuickBooks online by clicking this link to QuickBooks Online.