Automated Payment and Invoice Sync:

When a patient completes a payment in Zenoti, an invoice is automatically generated and recorded in QuickBooks. Payment statuses are synced between both platforms, ensuring accurate financial records. Reduces manual data entry, minimizes errors, and ensures up-to-date financial tracking.

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Expense and Revenue Reconciliation:

Zenoti's transaction data (e.g., appointments, cancellations, and service payments) syncs with QuickBooks to categorize income and expenses. QuickBooks automatically reconciles accounts based on Zenoti’s data, flagging discrepancies for review. Simplifies reconciliation, reduces the workload on finance teams, and ensures financial accuracy across systems.

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Financial Reporting and Tax Preparation:

Zenoti exports revenue and expense data to QuickBooks at scheduled intervals for financial reporting. QuickBooks generates customized reports (e.g., profit and loss, tax summaries) for easy analysis and tax filing. Provides real-time financial insights and simplifies tax preparation with organized, accurate records.