QuickBooksAvailable todayYour practice numbers next to your books.
SmileData puts QuickBooks next to your practice numbers: production next to income, collections next to deposits, for every location. Our team sets it up with you, one sign-in per location.
Example questions
- AskCollections next to deposits, by location, last month
- AskProduction next to income for this quarter
- AskWhich office collected the most against what it produced
Each answer is a card you can pin to any dashboard.
What QuickBooks adds
- Production and income
- What the practice produced in your practice software, next to the income in your books.
- Collections and deposits
- What the front desk collected, next to what reached the bank.
- Every location
- One sign-in per location, so each office’s books sit next to its own practice numbers.
Set up with our team
- 01
On the call
We list your locations and which QuickBooks company each one uses.
- 02
One sign-in per location
Someone with access signs in to QuickBooks once for each location, with our team.
- 03
Ask across both
Your books sit next to the numbers from your practice software, ready to ask about.
Not a self-serve connection today.
QuickBooks questions
Does SmileData connect to QuickBooks?
Yes. QuickBooks is available today. Our team sets it up with you, one sign-in per location.
Can I connect QuickBooks myself?
Not a self-serve connection today. Someone with access signs in to QuickBooks once for each location, with our team.
What does QuickBooks add?
Production next to income and collections next to deposits, for every location, ready to ask about next to the numbers from your practice software.
Put your data to work.
Sign up todayNot ready to sign up? Book a demo with our team.
Connects to your practice software. $0 onboarding. No contracts. HIPAA compliant.