Q: What can the QuickBooks (QBMS) integration do for my CRM billing?
A: The integration streamlines your entire billing lifecycle by connecting your CRM data directly to your merchant services.
Direct Billing: You can attach payment charges to a QBMS Statement directly from a patient's record and send it for immediate collection.
Customer Portal Access: Patients can view their outstanding balances and pay securely through the Customer Portal, reducing the need for manual phone payments.
Flexible Payment Methods: The system supports both credit card transactions and electronic checks (ACH).
Q: Can I manage multiple locations with different QuickBooks accounts?
A: Yes. You can integrate multiple QBMS accounts and map them to specific CRM locations. This ensures that payments are routed to the correct facility’s bank account, making financial reconciliation much simpler for organizations with multiple sites.
Q: Are payments automatically recorded in the CRM?
A: Absolutely. Any payment processed through the QBMS gateway is automatically logged within the CRM. This provides your team with real-time visibility into transaction history and accurate financial reporting without manual data entry.
Pro Tips / Extra Help
To set this up, you will need your QBMS credentials ready. If you are managing a complex multi-location setup, we recommend reaching out to your Account Manager for a guided configuration session.