Q: How does Dazos IQ interact with QuickBooks (QBMS)?
A: The integration acts as a centralized payment gateway within the IQ platform. It allows the financial team to sync payment responsibilities and charges originating from the IQ modules directly with QBMS for processing.
Q: What are the primary benefits for the financial team?
A: The integration is designed to reduce manual reconciliation and improve transaction visibility:
End-to-End Billing: It bridges the gap between clinical data in IQ and financial processing in QuickBooks.
Consolidated Reporting: Since payments are processed through the integrated gateway, transaction records in IQ automatically align with your QuickBooks merchant reports.
Multi-Account Support: IQ can handle multiple QBMS accounts, allowing for precise tracking across different departments or entities.
Q: Does this support ACH or just Credit Cards?
A: Both! The IQ integration supports electronic checks (ACH) and all major credit cards, providing flexibility for both patient and third-party payment responsibilities.
Pro Tips / Extra Help
The QBMS integration for IQ is fully tested and functional. For best results, ensure your IQ user roles have the "Financial Management" permissions enabled before attempting to process transactions.