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.
1) You can export your invoices by going to My Practice > Billing & Payments and click Export
2) Fill in the date range under Export options and check the box for Export each line item on a separate row
3) Select which clients you would like to include in the export or leave everything unchecked to include invoices from all clients.
4) Click Export at the top right
This will produce a .CSV file you can import into accounting software such as Quickbooks or Xero.
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