Quickbooks, Xero, and Healthie
Many providers use Healthie alongside an accounting software platform such as Quickbooks and Xero.
IN THIS ARTICLE:
How to use Healthie with accounting software platforms
If you use Quickbooks / Xero for your business accounting, you can pull comprehensive Reports from within Healthie and upload these directly into your Quickbooks / Xero account. We recommend pulling the Payments Report on a monthly basis and uploading that into Quickbooks.
Accounting Software FAQs
How can I directly integrate Quickbooks / Xero with Healthie?
We are in the process of creating a Report that you can directly upload into Quickbooks. If you are interested in being notified when this is released, please e-mail firstname.lastname@example.org
Does Healthie integrate directly with my accounting software's payment processing system?
Healthie does not integrate with Quickbook's / Xero's payment processing system. However, Healthie has a payment processing system built within the platform, to make it easy to collect payments (one-time and recurring) from clients and charge for services.
Which plan of Quickbooks should I use in my business?
Healthie's reports are capable with all Quickbook plan levels. Healthie providers use all levels of Quickbooks and we recommend taking a look at their features to see which one meets the needs of your business needs.