INTEGRATIONS

QuickBooks. RingCentral. Excel and Word.
The tools you already pay for.

Nothing here asks you to move house. Your books stay in QuickBooks, your faxes go out of your own RingCentral number, your daily log is still an .xlsx you can open in Excel, and your tracking log is still your Word template with your headings. The software joins them up so the same six minutes stops being typed four times.

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No card. No contract. Your data stays on your computer.

The stack you already run

You are not short of software. You are short of software that talks.

A solo practice in this field typically pays somewhere around $40–$80 a month for RingCentral, $35–$90 for QuickBooks and about $13 for Microsoft 365 — and every one of those is a good, predictable tool that does its job. None of them knows what the other two did today.

So the joining-up is done by hand: the invoice retyped into QuickBooks, the cover sheet written out for the fax, the daily log rebuilt in Excel from the notes you already wrote in Word. Three good tools and a person acting as the integration.

That is the job here. Not replacing any of them — connecting them, in the direction the work already flows.

What connects, and what that means

QuickBooks: Online and Desktop. Invoices, payments and customers, pushed to your books under your own credentials.
RingCentral: Your own fax account and number. One click sends the packet; the confirmation files itself.
Excel: Two-way. The app writes your workbook; you can type in the workbook and the app reads it back.
Word: Your .docx template, your headings, your formatting. Filled, not re-created.
OneDrive: Nothing to connect — documents land in your Documents folder and your existing sync carries them.

The books

QuickBooks, without the second act of typing.

QuickBooks Online

Mark a week billed and the invoice appears in QuickBooks against the right customer, for the right amount, with no separate entry and nothing transposed. Record the payer’s check once and the payment posts to your books allocated across every bill it covered.

QuickBooks Desktop

Still on Desktop, because it works and you know it. Same flow: invoices and payments mapped to the customers and income accounts you already use, rather than a chart of accounts somebody else designed.

What stays consistent

Billed, paid and still owed mean the same thing in both places, because they were only entered once. The aging your accountant reads is the follow-up list you work from. Nothing is double-counted, because nothing is double-entered.

Does your client data go to QuickBooks? No. What crosses is an invoice amount, a payment and a customer name. Activity notes, claim numbers, tracking logs and CMS-1500s stay on your computer and are never sent to your accounting software. Where everything lives →

QuickBooks sync is a $29/mo add-on on Professional and is included on Practice. Pricing →

The fax

RingCentral, from the account you already have.

The claim packet goes out in one click through your own RingCentral fax account, with your number on the header and a cover sheet generated from your payer list — the right MCO, the right fax number, the right claim number, the page count. The confirmation is written into that claimant’s folder, dated, which is the piece of paper the whole timely-filing question turns on.

We are not a fax service. Your transmissions are yours, on your account, on your bill, and nothing routes through us.

How sending with proof works →

Not connected today, and we will say so. Xero, FreshBooks, Wave and Sage are not connected — for those, export an accountant-ready workbook and hand it over; that works today and costs nothing extra. Workers’-comp clearinghouses are not connected either; direct e-billing for the mandate states is on the roadmap. MCO and carrier portals are not connected, and we do not want your portal passwords. If one of these matters to your practice, tell us and we will put you on the list rather than tell you it already exists.

The round-trip

It is still an Excel file. It is still your Word template.

This is the integration that matters most and gets talked about least: the software does not have “an Excel export”. It writes the workbook you already keep, and it reads your edits back out of it.

The Bill Tracker screen in Med Claims Pro with Open this week's Excel, Refresh from Excel, and a Live sync on indicator across the top.

Three controls at the top of the Bill Tracker: Open this week’s Excel, Refresh from Excel, and Live sync on. Type a check number in the app and the workbook has it; type it in the workbook and the app reads it back. Neither copy is the master, which is what makes it safe to keep using Excel.

The daily log writes itself

As you type activities, the dated .xlsx daily billing log is written into your own folder in your own column order — live, not on export. Open it mid-afternoon and the morning is already in it.

Your Word template, filled

The weekly tracking log is built inside your .docx — your headings, your spacing, your narrative style — rather than a lookalike we generated. One click per client per week, filed under your naming.

Readable without us

Every file is an ordinary Office file in an ordinary folder. It opens in Word and Excel with no licence, no plug-in and no account — today, and in ten years. That is the whole reason to keep the round-trip honest.

Bring your own workbook and your own Word template to the demo and watch them get filled. Fifteen minutes. Or call and ask: 1-877-843-1717.

Questions, answered.

Which accounting tools do you connect to?

QuickBooks Online and QuickBooks Desktop. That is the honest list. For Xero, FreshBooks, Wave, Sage or anything else, you export an accountant-ready workbook with the columns your bookkeeper already reads — which works today, at no extra cost. If you want a direct connection to one of them, tell us and we will add you to the list for it.

Does my client data go to QuickBooks?

No. Only the accounting records you choose to sync cross over — invoice amounts, payments received and customer names. Activity notes, claim numbers, tracking logs, CMS-1500s and receivable detail stay in the local database on your computer and are never sent to your accounting software.

Is the QuickBooks sync extra?

It is a $29/mo add-on on Professional and is included on Practice. It is not available on Solo. Full pricing →

Do I need a RingCentral account to send faxes?

Yes — the fax goes out through your own account and your own number, which is how the confirmation ends up being your evidence rather than ours. Most practices in this field already pay for RingCentral; if you do not, any account you set up works the same way.

Can I keep editing the spreadsheets by hand?

Yes, and people do. The daily log and the Bill Tracker are real .xlsx files in your folders. Type into them if that is faster; Refresh from Excel reads your edits back into the app. Neither the app nor the workbook is the master copy.

Do you connect to MCO portals, clearinghouses or an EHR?

No, none of those, today. Direct e-billing through a workers'-comp clearinghouse is on the roadmap for the mandate states and is not built. Portal submission is assisted — the form and attachments are generated and filed ready for you to upload — because we do not want to hold your portal credentials. There is no EHR connection; this is billing and documentation software, not a clinical record.

QuickBooks. RingCentral. Excel and Word.The tools you already pay for.