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 click Export
- Fill in the date range under Export options and check the box for Export each line item on a separate row
- Select which clients you would like to include in the export or 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.