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!
 Vanessa Roddenberry
    
 shared this idea
Vanessa Roddenberry
    
 shared this idea
      
    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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       David Gunzburg
    
 commented David Gunzburg
    
 commentedI 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. 
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       Test Dummy
    
 commented Test Dummy
    
 commentedGreat 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 
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       Anonymous
    
 commented Anonymous
    
 commentedOk I found it. Thank you. 
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       Anonymous
    
 commented Anonymous
    
 commentedUnder the billing Section, there is not "Export Transactions" menu option. Am I missing something? 
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       Roshanda Neal
    
 commented Roshanda Neal
    
 commentedHas Theranest answered the many questions on when or if this is going to happen? 
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       Alexandra Bodden
    
 commented Alexandra Bodden
    
 commentedIs 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. 
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       Starr Suprak
    
 commented Starr Suprak
    
 commentedI 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 
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       Janice McLeroy
    
 commented Janice McLeroy
    
 commentedIs there a plan to connect with Quickbooks? If so, when? 
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       Anonymous
    
 commented Anonymous
    
 commentedI would like to be able to upload all invoicing to quickbooks desktop or quickbooks online 
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       Annie Powell
    
 commented Annie Powell
    
 commentedThis 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. 
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       Anonymous
    
 commented Anonymous
    
 commentedYes please do this ASAP!!! When you do this please include the ability to track accounts receivable by clinician as well. 
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       Anonymous
    
 commented Anonymous
    
 commentedPlease 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. 
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       Margaret
    
 commented Margaret
    
 commentedYes, please!!!!! When??? 
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       Adam Diestler
    
 commented Adam Diestler
    
 commentedAny 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. 
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      Jessica Davis commented I hope when they move this to the planned stage that it also has the ability to do Wave accounting as well. 
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       DMC
    
 commented DMC
    
 commentedIntegrate Quicken Business for those small practices that don't necessarily need the full blown QuickBooks version. 
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       Kerry Lavallee
    
 commented Kerry Lavallee
    
 commentedAny updates on this? 
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       Kara Windsor
    
 commented Kara Windsor
    
 commentedThis 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. 
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       Josephine Oldham
    
 commented Josephine Oldham
    
 commentedWhen is this happening??? 
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       Rachel Cull
    
 commented Rachel Cull
    
 commentedEven 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. 
 
          

