QuickBooks Online, Xero, Zoho Books and FreeAgent for clients and invoices, GoCardless for Direct Debit, Companies House for filing dates and Google Workspace for email and files. Syncs only propose changes: nothing changes until you approve it.
An administrator opens Integrations in PracticeApp, clicks Connect and signs in to your accounting software. No developer account or keys are needed. Someone else holds the login? Email them a secure one-time link.
A sync reads both systems and lists every proposed change — new links, new clients, contact changes, invoices and payments — in Approval. A preview shows the same list without saving anything.
Approve items one by one or together. Each approval makes exactly that one change; a client is always created before its invoice. Rejected items stay out.
Sync whenever you like. Only what is new or changed is proposed, and every decision is recorded in the audit trail.
QuickBooks, Xero, Zoho Books, FreeAgent, GoCardless, Companies House and Google Workspace are names and trade marks of their respective owners. PracticeApp is an independent product and is not affiliated with, sponsored by or endorsed by them. Each integration needs an account with the provider.
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