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