QuickBooks Online
Available on request- Pricing
- Connected plan Quoted on the scoping call.
- Patient data
- None sent
- Developer
- Velarya
Daily points issued and redeemed, by location
In QuickBooks OnlineJournal entry lines
In VelaryaProgram activity
Daily wallet credit issued and spent, by location
In QuickBooks OnlineJournal entry lines
In VelaryaWallet activity
Chart of accounts, classes and locations
In QuickBooks OnlineAccounts, classes and locations
In VelaryaAccount mapping in your settings
Daily journal entries for points and wallet credit, with no patient names
Available on request. Our team builds the QuickBooks Online connection for your practice after a scoping call. For practices whose bookkeeper closes the month in QuickBooks Online. Once built, Velarya posts a daily journal entry for points issued and redeemed and for wallet credit, on the accounts your bookkeeper chooses, so the value members hold sits in your books. Entries carry totals only, never patient names.
- One journal entry a day for points issued and redeemed
- Wallet credit issued and spent, posted as its own lines
- Posted to the accounts your bookkeeper maps at setup
- Separate lines per location, tagged with QuickBooks classes or locations
- Totals only: no patient names, visits or treatments
- Works with
- Points, Wallet credit
- Relevant for
Med spas, Dental practices, Spas & wellness, Salons & beauty
- Categories