Healthie to Quickbooks: Automated Invoice Sync for Patient Billing

What this workflow does

This workflow is triggered whenever a new invoice is generated in Healthie. It fetches detailed invoice and patient data, converts pricing formats, and maps the invoice type to the correct Quickbooks item ID. Then, it searches for the matching customer in QuickBooks and automatically creates a corresponding invoice-ensuring all billing records stay aligned across platforms. Built-in formatting and mapping steps standardize the data for Quickbooks' requirements.

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Why it matters

Manually entering invoices into QuickBooks after they’re created in Healthie is tedious, error-prone, and often delayed-leading to billing mismatches or lost revenue. This workflow eliminates that friction by syncing invoices in real time. Practices get paid faster, reduce admin work, and ensure accounting stays clean and accurate.

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Who this is for

Perfect for healthcare practices, private clinics, or billing teams using Healthie for clinical operations and Quickbooks for accounting. It’s especially useful for growing practices that want to scale billing without increasing manual workload or relying on third-party billers.

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Key benefits

• Auto-sync Healthie invoices to Quickbooks with correct formatting
• Map invoice types to Quickbooks item IDs for accurate reporting
• Eliminate double entry and reduce billing delays
• Ensure patients and invoices are correctly matched across systems
• Save time and avoid costly accounting errors—no code needed

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