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QuickBooks Integration with Practice IQ
QuickBooks Integration with Practice IQ

How to Set Up QuickBooks Syncing Correctly

Emily McClendon avatar
Written by Emily McClendon
Updated over a week ago

Follow these steps to integrate QuickBooks with Practice IQ seamlessly:

Access QuickBooks Setup

  • Navigate to the Settings page.

  • Click the Connect to QuickBooks button.

Connect to Intuit

  • You'll be redirected to the Intuit website.

  • Log in with your credentials to link the correct office, which is crucial for multi-location practices.

Complete the Initial Data Sync

  • The first data sync takes approximately 10 minutes.

  • Once completed, you can begin setting up accounts and expenses.

Map Accounting Categories

Match your Practice IQ categories to the corresponding QuickBooks accounting categories:

  • Bank Accounts: Ensure all business bank accounts are correctly mapped to reflect assets.

  • Revenue: Assign income sources, including patient refunds, to the appropriate revenue category.

  • Expenses:

    • On the left, you'll see a list of accounts for payroll, supplies, services, facilities, and more.

    • These accounts, along with their types, are imported from QuickBooks.

    • The mapped type and expense type define how expenses are categorized in Practice IQ.

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