QuickBooks + Practice Better

Keep your QuickBooks customers in sync with your Practice Better clients as bookings, packages, and enrollments happen.

Connect QuickBooks

What is QuickBooks?

QuickBooks is accounting software for managing customers, invoices, and your finances. When you link the QuickBooks Connector, Practice Better adds a QuickBooks customer when a new client is added or a booking, package, or program enrollment is confirmed, and a new QuickBooks customer is added as a client in Practice Better. QuickBooks is available with the Connector Hub add-on on Plus and Team plans. See every QuickBooks workflow.

What you can do with QuickBooks

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Add customers as clients book — A confirmed booking adds the client as a QuickBooks customer.

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Capture package buyers — A confirmed package adds the client as a customer.

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Include program enrollments — Enrolling in a program adds the client as a customer.

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Bring QuickBooks customers into Practice Better — A new customer added in QuickBooks is added as a client in Practice Better.

How the QuickBooks connector works

Connect your QuickBooks account

The practice owner connects one QuickBooks account through a one-time authorization.

Set up for the whole practice

Settings apply to the whole practice, so there is no per-practitioner setup.

Customers added automatically

A new client, confirmed booking, confirmed package, or program enrollment adds a customer in QuickBooks.

Connect your QuickBooks account in minutes.

Turn on Connector Hub, link your QuickBooks account, and Practice Better keeps your clients and customers in sync automatically.

Connect QuickBooks

Frequently asked questions

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Does Practice Better integrate with QuickBooks?

Yes. Practice Better connects with QuickBooks through the QuickBooks Connector in Connector Hub. Clients and QuickBooks customers sync both ways as sessions are confirmed.

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Which Practice Better plans include the QuickBooks Connector?

The QuickBooks Connector is part of Connector Hub, a paid add-on for Plus and Team plans at $49/month. You also need an active QuickBooks account. Starter and Professional plans can upgrade to get access. Learn more about pricing.

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Which events add a customer in QuickBooks?

A customer is added when a new client is added, a booking is confirmed, a package is confirmed, or a client enrolls in a program. Connector Hub workflows run in the background whenever the event happens. See all QuickBooks workflows.

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Does the QuickBooks sync go both ways?

Yes. A new customer added in QuickBooks is added as a client in Practice Better.

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Can my team members use the QuickBooks Connector?

Yes, on a Team plan. The practice owner turns on the Manage Connectors permission for each role and connects QuickBooks first. There is no per-practitioner setup. Connectors are not available to admin team members.

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How do I disconnect QuickBooks?

The practice owner can unlink QuickBooks from Connector Hub settings. Because settings apply to the whole practice, unlinking affects every team member.