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Exporting private practice billing data to Quickbooks or Excel

Note: The Quickbooks online web app no longer uses the Quickbooks file format. If you are trying to upload your SimplePractice data to the online version of Quickbooks, you'll want to use the SimplePractice CSV export outlined here.

If you need to export a spreadsheet of all your transactions for accounting purposes, you can do that from the Billing section. Here's how:

  • Click Billing from the Calendar homepage 
    billing.simplepractice.calendarpage.jpg
  • Click Export Transactions 
    exporttransactions.simplepractice.billing.jpg
  • Select the Date Range and file type (Quickbooks or CSV) for your report
    generatereport.simplepractice.billing.jpg
  • Click Generate Report  

The exported data will contain the date, transaction type, amount, and name of the client. This file contains protected health information (PHI), so be sure to manage it with care. 

paymentexport.simplepractice.billing.jpg

Note: Any recent version of QuickBooks should support our version of this report. If you run into any issues with an older version and our formatting, you will need to enter this information manually into your QuickBooks account.

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