QuickBooks Integration

QuickBooks Integration

Seamlessly synchronise invoices and payments between QuickBooks and Caspen, keeping your accounting accurate and up to date without the manual work.

Crafted by Caspen

Seamless accounting sync

Keep Caspen and QuickBooks in perfect harmony without the manual data entry.

Two-way sync

Invoices and payments stay in sync between Caspen and QuickBooks automatically, so both systems are always up to date.

Invoice sync

Invoices created in Caspen are automatically pushed to QuickBooks, eliminating double entry and keeping your accounts accurate.

Payment reconciliation

Payments recorded in Caspen are synced to QuickBooks and matched against the correct invoices, making reconciliation effortless.

Contact sync

Client details flow from Caspen to QuickBooks automatically, so your contact list is always consistent across both platforms.

Chart of accounts mapping

Map your Caspen services and payment types to the correct QuickBooks accounts, ensuring every transaction lands in the right place.

Tax & GST handling

Tax rates from Caspen invoices carry through to QuickBooks, so your reporting and tax obligations are always accurate.

Why connect QuickBooks?

Spend less time on bookkeeping and more time with your clients.

Eliminate double entry

Stop copying invoices and payments between systems. Everything syncs automatically, reducing errors and saving hours each week.

Real-time financial visibility

With data flowing between Caspen and QuickBooks in real time, you always have an accurate picture of your practice's financial health.

Get started today

Grow and scale your business with an all-in-one allied health platform.