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Integrate Cliniko with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Cliniko and QuickBooks Online

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About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best ways to Integrate Cliniko + QuickBooks Online

  • Cliniko Integration QuickBooks Online Integration

    Cliniko + QuickBooks Online

    Create Customer to QuickBooks Online from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Cliniko Integration QuickBooks Online Integration

    Cliniko + QuickBooks Online

    Create Invoice to QuickBooks Online from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Cliniko Integration QuickBooks Online Integration

    Cliniko + QuickBooks Online

    Update Invoice in QuickBooks Online when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Cliniko Integration QuickBooks Online Integration

    Cliniko + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Cliniko Integration QuickBooks Online Integration

    Cliniko + QuickBooks Online

    Create Customer from QuickBooks Online from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Cliniko Integration {{item.actionAppName}} Integration

    Cliniko + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Cliniko + QuickBooks Online in easier way

It's easy to connect Cliniko + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Cliniko & QuickBooks Online Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Cliniko and QuickBooks Online

Cliniko?

Cliniko is a cloud-based medical practice management software spution that enables physicians to efficiently run their healthcare businesses. This software top from Cliniko is meant to simplify the daily operations of a clinical practice. It contains about 20 modules.

QuickBooks Online?

QuickBooks is an accounting software from Intuit. QuickBooks Online offers several versions that include core accounting, payrpl, and inventory management. This accounting software is also known as QuickBooks for the Cloud.

Integration of Cliniko and QuickBooks Online

Cliniko and QuickBooks Online are integrated in a number of ways. The integration of these two tops makes it easier for healthcare practices to operate their businesses.

For instance, Cliniko and QuickBooks Online can be integrated to send notifications when new patient information is created in Cliniko. Patients can be added to QuickBooks through Cliniko. Patient records can be edited in both applications while staff members can schedule appointments in Cliniko and view the calendar in QuickBooks. The integration of these two tops is, therefore, convenient to the practice.

Patients can be added to Cliniko automatically using the feature 'Auto Add Patients' in QuickBooks Online. This feature allows users to automatically add patients to Cliniko by pulling the data from the patient's insurance card or other documents.

When a patient visits a doctor, the appointment details can be sent from Cliniko to QuickBooks and vise versa. This feature enables information from appointments to be updated on both systems without any human interference resulting in more accurate and fast data updates.

The integration of Cliniko and QuickBooks Online also allows for printing of patient statements through QuickBooks Online and sending them to patients. This feature is useful for making payments faster.

Benefits of Integration of Cliniko and QuickBooks Online

The integration of Cliniko and QuickBooks Online has been designed to enable clinics to manage their healthcare businesses more efficiently. This integration provides healthcare facilities with numerous benefits such as;

  • Easily manage and automate tasks. The integration eases the process of managing various tasks in both applications saving time and money for the clinic
  • Faster access to important data. The integration makes it possible for clinic owners to quickly access their patient information in both applications thus increasing the efficiency of the business
  • Improve productivity. The integration of Cliniko and QuickBooks speeds up processes in a clinic thereby improving productivity while reducing business costs
  • Better service to patients. The integration allows users to access patient’s information easily thereby providing better service to patients
  • Streamlined workflows. The integration enables processes in a clinic to run smoothly hence streamlining workflow
  • Reduced expenses. With the integration, clinics reduce expenses by automating manual tasks thus freeing up resources for other projects.

With the integration of Cliniko and QuickBooks Online, clinics can save time and resources on tedious tasks while improving productivity leading to better services to patients and reduced expenses.

The process to integrate Cliniko and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.