Product:
Dazos CRM & IQ
Question:
What are the current capabilities of the Dazos–QuickBooks (QBMS) integration?
Environment:
Modules Affected: CRM (Billing & Payments), IQ (Financial Management)
Integration Type: QuickBooks Merchant Services (QBMS)
User Type: Admin / Billing Team
Common Scenario: Clients processing patient payments across multiple locations via QuickBooks
Summary of the Integration:
The Dazos–QuickBooks (QBMS) integration connects the CRM and IQ systems to QuickBooks Merchant Services, allowing for automated payment management and transaction processing.
It operates as a payment gateway, similar to Authorize.net and other industry-standard processors, enabling smooth billing operations directly from within Dazos platforms.
Capabilities:
CRM-to-QBMS Payment Integration
Attach payment charges from Dazos CRM directly to a QBMS Statement.
Send statements to patients for payment collection.
Customer Portal Payments
Patients can view and pay charges directly through the Customer Portal, ensuring a seamless payment experience.
Multi-Account & Location Support
Integrate multiple QBMS accounts with specific CRM locations.
Enables better organization and tracking for businesses managing multiple facilities or departments.
Payment Type Compatibility
Supports electronic checks (ACH) and credit card transactions for flexible payment options.
IQ Integration
Payment responsibilities and charges originating from Dazos IQ can also be synced and processed via QBMS, creating an end-to-end billing solution between CRM and IQ.
Technical Status:
✅ Fully functional and tested.
Originally developed for HIA, the integration has been expanded and verified across both Dazos CRM and Dazos IQ platforms.
No pending development items have been identified as of the latest release.
User Case / Example Scenario:
A client using both Dazos CRM and IQ needed to manage patient payments across several treatment locations.
By integrating multiple QBMS accounts, they were able to route payments accurately per facility and allow patients to pay invoices online via the Customer Portal — reducing manual reconciliation and improving transaction visibility in QuickBooks.
Additional Notes:
The integration setup requires valid QBMS credentials and account configuration.
Payments processed through QBMS are automatically recorded within the CRM or IQ for accurate reporting.
Customization or advanced reconciliation may require support assistance for multi-location setups.