Export Invoices to QuickBooks Online

Download and export patient invoice information into a CSV file for further accounting purposes. This data can be imported into QuickBooks Online to streamline your financial record-keeping process.

Export Patient Invoice Data

Follow these steps to extract and export your invoice data:

1. Log in as the Admin.
2. Click on Reports in the top left header.
3. Click on the QuickBooks button in the top left sidebar.
4. Select the Date Range for your report.
5. Click Export to create a CSV file.

Once you've exported the CSV file, you can import it into QuickBooks Online by clicking this link to QuickBooks Online.

QuickBooks Online