QuickBooks Merchant Services (QBMS) Integration
QBMS functions as a payment gateway for collecting patient payments directly from your CRM and Customer Portal.
What it does:
Processes credit card and ACH payments
Allows patients to pay online through the Customer Portal
Automatically logs payments in the CRM
Supports multiple QBMS accounts for different locations
When to use: When you need to collect payments from patients and want those transactions automatically recorded in your CRM.
QuickBooks Accounting Integration
QuickBooks Accounting syncs your CRM transaction data with QuickBooks Online for bookkeeping and reconciliation.
What it does:
Syncs CRM Accounts (patient data) to QuickBooks as Clients
Syncs CRM Charges to QuickBooks as Invoices or Sales Orders
Syncs CRM Payments to QuickBooks as Payments or Sales Receipts
Supports push-only or bidirectional sync
Optionally pulls Invoices from QuickBooks into the CRM
When to use: When you need to reconcile your books by syncing client, invoice, and payment data between your CRM and QuickBooks Online.
Key Differences
Feature | QBMS | QuickBooks Accounting |
Primary purpose | Payment processing | Data sync for accounting |
Patient-facing | ✅ Yes | ❌ No |
Real-time payments | ✅ Yes | ❌ No |
Book reconciliation | ❌ No | ✅ Yes |
Bidirectional sync | ❌ No | ✅ Optional |
Can I Use Both?
Yes. These integrations are completely separate and can be used together. Many organizations use QBMS for payment processing and QuickBooks Accounting for financial reporting and reconciliation.
✅ Best Practice: Use QBMS for collecting patient payments and QuickBooks Accounting for keeping your books reconciled — together they provide a complete billing and accounting workflow.
Related Resources
For more information about setting up these integrations:
Product FAQ: QuickBooks (QBMS) Integration (CRM)
Configure QBMS Payment Gateway Settings (CRM)
FAQ Article: Dazos CRM & IQ Integration with QuickBooks (QBMS)