Automated Invoice Generation and Payment Tracking:

When a service is marked as completed in Practice Better, an invoice is automatically generated in QuickBooks. Payments recorded in QuickBooks are synced with Practice Better to update the client’s payment status. Reduces manual data entry, ensures timely invoicing, and keeps payment statuses synchronized across both platforms.

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Expense and Revenue Reconciliation:

Appointment payments, package purchases, and refunds logged in Practice Better are automatically sent to QuickBooks for reconciliation. QuickBooks compares revenue from Practice Better with bank transactions to identify discrepancies. Simplifies financial reconciliation and ensures accurate, up-to-date financial records for better cash flow management.

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Financial Reporting and Tax Preparation:

Practice Better exports revenue data, session fees, and client payments to QuickBooks at regular intervals. QuickBooks generates financial reports (e.g., profit and loss, tax summaries) for easy analysis and tax preparation. Streamlines tax filing, improves financial visibility, and helps practitioners make data-driven financial decisions.