For agencies💵 Billing & Payouts
Connect and sync QuickBooks Online
Connect your QuickBooks Online company, sync finalized invoices (with patient names stripped) and contractor payouts, and link interpreters to QuickBooks vendors.
The QuickBooks add-on lets you push invoices and contractor payouts into QuickBooks Online. Because Intuit has no HIPAA agreement, OneTerp strips all patient information before anything is sent.
Step by step
- 1Have a super-admin enable the QuickBooks add-on for your agency.
- 2Open agency settings, go to Integrations, and click Connect to QuickBooks to authorize your QuickBooks company.
- 3Set up product mapping: map Service Hours (required), and optionally Travel, Mileage, and Custom, to your QuickBooks items.
- 4Link or import your customers so OneTerp invoices match QuickBooks customers.
- 5In the roster, open each contractor's detail and link them to a QuickBooks vendor before syncing payouts.
- 6Sync a finalized invoice to push it to QuickBooks, and click Export to QuickBooks on a payout batch to create contractor bills.
Tips
- Invoices are PHI-stripped before sync: consumer names become a job reference number, interpreter names are omitted, and the memo is cleared. The in-app invoice still shows full names for your internal use.
- Payout sync creates one QuickBooks bill per 1099 contractor against their linked vendor; W-2 employees are deliberately excluded.
- A contractor must be linked to a QuickBooks vendor before their payout will sync, or the export will stop.
- Tokens refresh automatically; if the connection is revoked, reconnect from Integrations.
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