Send practice finances to QuickBooks
Connect QuickBooks from CliniForm Accounts so sales, payments, refunds and expenses can be sent to your accounting organisation — outbound only, with preview before each send.
- Included with Accounts on Pro
- Outbound only — CliniForm → QuickBooks
- Preview before you send
- Disconnect at any time
What you can automate
Honest capability status — nothing implied as live unless it is.
Workflow example
Example: End-of-day sales
- A client pays in POS or via an online invoice
- Accounts indexes the sale and payment
- You preview the send to QuickBooks
- CliniForm posts the outbound records to QuickBooks
- Your accountant works from the destination ledger
Supported events and actions
Capability, direction and honest status for technically minded buyers.
| Capability | Direction | Status |
|---|---|---|
| Sales invoices | CliniForm → QuickBooks | Supported |
| Payments | CliniForm → QuickBooks | Supported |
| Credit notes & refunds | CliniForm → QuickBooks | Supported |
| Expenses | CliniForm → QuickBooks | Supported |
How to connect
A short path from zero to a saved QuickBooks Online connection.
Open Accounts
Install Accounts if needed, then open Integrations.
Connect QuickBooks
Authorise access and choose the organisation that should receive records.
Map and send
Map ledger codes, choose a start date, then use Preview send.
Security & controls
Built to protect access and keep your practice in control.
Security
- Tokens are stored per practice — connecting QuickBooks for one practice does not share access with another.
- Outbound only: CliniForm does not import your books back into the practice.
- You can disconnect at any time; mappings and send history are kept for reference.
FAQs
Is this two-way sync with QuickBooks?
No. CliniForm sends financial records outbound. Nothing is imported back from your accounting software.
Where do I connect it?
In the practice backoffice under Accounts → Integrations — not the general Integrations settings screen.
Do server API keys connect my practice automatically?
No. Platform credentials configure CliniForm. Each practice still needs to Connect and finish setup.
Continue building your connected practice
Connect QuickBooks Online with the other tools your practice already uses.
Make
Build visual, multi-step workflows around CliniForm events.
Zapier
Connect CliniForm activity to thousands of business tools.
WordPress
Embed consultation forms directly into your practice website.
Google Drive
Keep completed consultation files organised in Google Drive.
OneDrive
Send practice files into your Microsoft 365 storage.
Dropbox
Store consultation exports in a shared Dropbox workspace.
CliniForm Pro Apps
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AI Team
AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.
Ready to connect QuickBooks?
Create your CliniForm practice, open Accounts → Integrations, and authorise QuickBooks for outbound financial records.