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243 VOTE
Status Completed
Categories Billing & Payments
Created by Guest
Created on Dec 31, 2014

RELATED IDEAS

Integrate Quickbooks with Theranest (or other accounting software)

We need a way to let our CPA keep our numbers in check without compromising patient data. It would be nice to have everything in one place without having to enter everything in Theranest as well as enter it into Quickbooks a second time for book keeping purposes. If there was a way to have our billing data dump into Quickbooks so that our accountant could just access that de-identified data we would be so happy!!! Otherwise Theranest is awesome!
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We have released a new "Export Transactions" feature in the Billing section of TheraNest, which lets you export all payments and refunds into a .CSV file. The file can then be imported into a number of third party accounting software products, like QuickBooks Online.
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  • Guest
    Reply
    |     Dec 18, 2018
    I am currently testing this, you have to import to Bank Transactions and map from there. For those of you who use any outside CC processing like Square etc I will know more tomorrow.
  • Guest
    Reply
    |     Dec 18, 2018
    Great You have created the feature. However QO does not have any support yet for TheraNest and do you know where to import to Clients, Bank Data? etc ... you make the ability but left us a bit confused HOW to make this work. Last thing people need to do is spend time with double entries and having to deleite information
  • Guest
    Reply
    |     Nov 30, 2018
    Ok I found it. Thank you.
  • Guest
    Reply
    |     Nov 30, 2018
    Under the billing Section, there is not "Export Transactions" menu option. Am I missing something?
  • Guest
    Reply
    |     Nov 7, 2018
    Has Theranest answered the many questions on when or if this is going to happen?
  • Guest
    Reply
    |     Nov 6, 2018
    Is there a timeline for this? We have just moved to Quickbooks Online and need a way to easily transfer information from Theranest to Quickbooks without having to double enter everything.
  • Guest
    Reply
    |     Oct 31, 2018
    I definitely would like to have this option! I see this idea was presented a few years ago. I tried the export data, but it did not allow me to see billing/payment
  • Guest
    Reply
    |     Sep 18, 2018
    Is there a plan to connect with Quickbooks? If so, when?
  • Guest
    Reply
    |     Sep 15, 2018
    I would like to be able to upload all invoicing to quickbooks desktop or quickbooks online
  • Guest
    Reply
    |     Aug 13, 2018
    This feature would be very beneficial to any practice. There are other applications that have this feature, however I think the details of connecting this to a type download table with all of the required fields that can be uploaded to QuickBooks Online or QuickBooks Desktop would helpf to retain more customers, as other competitors are developing this type of feature.
  • Guest
    Reply
    |     Aug 1, 2018
    Yes please do this ASAP!!! When you do this please include the ability to track accounts receivable by clinician as well.
  • Guest
    Reply
    |     Aug 1, 2018
    Please integrate with Quickbooks online....the financial reporting is not very robust on theranest and integrating would really enhance my ability to manage multi clinician practices.
  • Guest
    Reply
    |     Jun 19, 2018
    Yes, please!!!!! When???
  • Guest
    Reply
    |     Apr 20, 2018
    Any sort of update for the Quickbooks feature would be much appreciated. Even if it's not firm or specific, it would be helpful to know if it's still going to actually happen.
  • Guest
    Reply
    |     Apr 18, 2018
    I hope when they move this to the planned stage that it also has the ability to do Wave accounting as well.
  • Guest
    Reply
    |     Mar 20, 2018
    Integrate Quicken Business for those small practices that don't necessarily need the full blown QuickBooks version.
  • Guest
    Reply
    |     Mar 9, 2018
    Any updates on this?
  • Guest
    Reply
    |     Dec 21, 2017
    This needs to happen because small businesses are recommended QuickBooks to use. That's double duty for everyone to have to dump both places. PLEASE sync this.
  • Guest
    Reply
    |     Dec 12, 2017
    When is this happening???
  • Guest
    Reply
    |     Dec 5, 2017
    Even if integrating Theranest with other accounting software is a ways off , it would be helpful if there was some way to provide something, anything, printable for example, to give to my accountant year end that summarizes the financial information in a helpful way. i.e. Year end totals, broken down by month, of payments received, unpaid balances, etc.
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