Invoices can be exported from Practice Better as a .CSV file (spreadsheet) and can be imported into external accounting software such as Quickbooks or Xero for further analysis and reporting.
Exporting Invoices
- You can export your invoices by going to My Practice > Billing & Payments and clicking Export.
- Fill in the date range under Export options and optionally check the box for Export each line item on a separate row.
- Select which clients you would like to include in the export by clicking the checkbox next to client names or client tag groups. Leave everything unchecked to include invoices from all clients.
- Click Export at the top right.
This will produce a .CSV file you can import into accounting software such as Quickbooks or Xero.