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Integrate QuickBooks Online with Cliniko

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

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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.

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.

Cliniko Integrations

Best QuickBooks Online and Cliniko Integrations

  • QuickBooks Online Integration Cliniko Integration

    QuickBooks Online + Cliniko

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

    QuickBooks Online + Cliniko

    Create Patient to cliniko from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Cliniko Integration Create Patient
  • QuickBooks Online Integration Cliniko Integration

    QuickBooks Online + Cliniko

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

    QuickBooks Online + Cliniko

    Create Patient to cliniko from New Estimate in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Cliniko Integration Create Patient
  • QuickBooks Online Integration Cliniko Integration

    QuickBooks Online + Cliniko

    Create Contact to cliniko from New Account in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Account
     
    Then do this...
    Cliniko Integration Create Contact
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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).

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

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

How QuickBooks Online & Cliniko Integrations Work

  1. Step 1: Choose QuickBooks Online 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 Cliniko 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 QuickBooks Online to Cliniko.

    (2 minutes)

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

Integration of QuickBooks Online and Cliniko

  • QuickBooks Online?
  • QuickBooks Online is a cloud-based accounting software for small businesses. It combines features of traditional accounting software with internet connectivity, allowing users to access data from anywhere, even at a mobile device. It offers real-time transactions and hassle free bookkeeping, perfect for growing small businesses.

  • Cliniko?
  • Cliniko is an online medical software for managing patients and their visits and records. Cliniko gives doctors a dashboard to view the patient’s health records, appointment schedule, lab tests results, and other information. It also allows them to communicate with patients through secure messaging. Cliniko is an integral part of the modern healthcare industry and is cost-effective for doctors in the long run.

  • Integration of QuickBooks Online and Cliniko
  • QuickBooks Online and Cliniko can be integrated by using a third-party application called Zoho Integrator. This application will allow the user to sync data between the two applications, creating a seamless experience for the user. This integration will allow a user to create a custom report in Cliniko that displays data from QuickBooks Online. For example, it can show all of a patient’s lab results within Cliniko’s patient profile. This would be a time saver for doctors who want to see all of their patients’ lab results in one place.

  • Benefits of Integration of QuickBooks Online and Cliniko
  • The benefits of integrating QuickBooks Online and Cliniko are numerous. The first benefit is the ability to view patient’s lab results in Cliniko’s patient profile. Since doctors can access this report at any time, it will be easy for them to see if their patients have any fplow-up appointments or if they need any new prescriptions. Another benefit of this integration is that it allows doctors to create custom reports based on certain criteria and export them into QuickBooks Online. This prevents duplicate data entry by automatically transferring records from Cliniko into QuickBooks Online. Since the data syncs automatically, it eliminates manual errors like typos and inaccurate entries. With this integration, doctors are able to keep track of their patients’ progress more easily while saving time and energy in the process.

    In conclusion, integrating QuickBooks Online and Cliniko offers numerous benefits for both the doctor and the patients. By integrating these two applications, it becomes much easier for doctors to manage their business efficiently and effectively. In addition, since the integration reduces manual errors, it can save time and money when filing taxes at the end of the year. This integration is a great way for doctors to streamline their workflow and make their lives easier in the process.

    The process to integrate 403 Forbidden and 403 Forbidden 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.