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Carepatron integration with your accounting software
Carepatron integration with your accounting software

Does Carepatron integrate with my accounting software?

Updated over a month ago

We currently don't have a native integration tool to integrate with your favorite accounting software. However, you can export your invoice and payment data in a single click, which is formatted to be compatible with most accounting software.

Examples of accounting software our export tool accommodates for:

  • Xero

  • Freshbooks

  • Wave

  • Sage

  • QuickBooks


Here are the steps to export your invoice and payment data:

  1. Navigate to the Billing & Payments page

  2. Go to the Export button in the upper right corner

  3. Select date range, status, and staff

  4. Click include line items checkbox for an itemized report

  5. Click Save

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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