Accounts
Accounts brings together POS, invoices, online payments, sales, refunds, deposits, VAT, expenses and financial reporting. Accountant-ready exports and connections to external accounting software.
Accounts is your practice finance hub — sales, collections, deposits, refunds, expenses and VAT in one place, ready for your accountant or Xero, QuickBooks and Sage.
Accounts — overview
CliniForm
Collected
£12,480
Outstanding
£940
Deposits held
£1,210
QuickBooks — Connected · Sandbox · Preview send
Xero — Not connected · Connect
Accountant CSV — Create export
Walkthrough
- Install Accounts from Pro Apps (included with Pro). Open Accounts from the left menu.
- Check the overview for earnings, outstanding balances and deposits held. Drill into Transactions for the underlying ledger.
- Record Expenses and suppliers. Use Reconciliation to match card payouts, fees and bank lines.
- Open VAT & Tax for period totals. Close periods from Settings when the month is final.
- Connect accounting software under Integrations: Connect → choose organisation → map accounts → choose start date → Preview send. Supported record types are not the same as Connected.
- Prefer a file for your accountant? Use Export for your accountant (Accounting CSV) or an export pack from the Accountant Centre.
Tips
- Supported means CliniForm can send that record type. Connected means this practice authorised a provider. Sent means a delivery succeeded.
- Server API keys only configure CliniForm. Each practice still needs to Connect and finish setup.
- A temporary send failure keeps the connection — fix the record and retry; it does not disconnect you.