QuickBooks Online
Home care payments that land in QuickBooks Online.
Families pay by bank or card through CareVieo Pay, and the payments post to QuickBooks Online automatically when you turn on auto-sync — no more typing every check into your books. The sync is one-way, from CareVieo Pay to QuickBooks Online.
How it works
- Step 1
Upload invoices
Upload the invoice export (CSV) from your home care software, or your visit hours.
- Step 2
Families pay
Each family gets a secure link to pay by bank or card, or sets up autopay.
- Step 3
Payments post to QuickBooks Online
Turn on auto-sync and each payment posts automatically once it settles, against the matching QuickBooks Online invoice.
What syncs today
- The customer (the payer’s name; their email only if you turn that on)
- The invoice, with its lines, your chosen QuickBooks product/service item and the care period in the memo
- Each successful payment, applied to that invoice and deposited to the account you choose — automatically when auto-sync is on (cards once they succeed, bank payments once they settle)
- Only the invoice amount is posted; processing fees are not
- On split bills, the paying family member’s name in the payment memo
- Voided invoices are voided in QuickBooks Online when you sync them again
Connect QuickBooks Online once in Settings and turn on “Post payments to QuickBooks Online automatically.” If a post ever fails you’ll get an email and a Retry button; “Sync to QuickBooks” on an invoice still works any time.
Good to know
- Invoices are not pulled in from QuickBooks Online — they come from your upload
- QuickBooks Desktop isn’t supported
- Refunds are flagged for you to record in QuickBooks Online
- Applying a family’s prepaid credit isn’t posted again, because it isn’t new money