Quick Books For Healthcare

About qbSolutioneers

Helping healthcare teams feel confident about their numbers.

Healthcare operations are complex. Your financial systems shouldn’t add to the burden.

We support healthcare teams by simplifying the connection between billing systems, bank deposits, and QuickBooks—so financials reflect what actually happened and leaders can trust what they see.

Our focus is simple: fewer workarounds, clearer workflows, and reporting grounded in real data

Book a Strategy Call

How We Support You

We help healthcare organizations

Reduce manual posting and reconciliation
Connect billing activity directly to deposits and QuickBooks
Eliminate recurring “why doesn’t this tie?” issues
Gain clearer, day-to-day cash-flow visibility

The result is calmer month-ends and more confidence in your decisions.

400+

Complete Cases

Expert Staff

Our Commitment

We approach this work with care and accountability. That means listening first, building systems that last, and delivering reporting you can stand behind.

Our values guide how we show up:

Reliable

We follow through

Innovative

We improve workflows thoughtfully

Solution-Driven

We focus on what actually helps

Evidence-Based

We trust verified data

Best for healthcare teams who

Use QuickBooks and want stronger billing integration

Are tired of manual cleanup and spreadsheets

Value accuracy and long-term sustainability

Want a supportive, practical partner

Not a fit if you:

Only need basic bookkeeping

Prefer one-off fixes

Aren’t ready to adjust workflows

Value speed over accuracy

Our Automation Solutions & Services Include:

Clean foundations. Healthcare-ready reports. Numbers you can trust.

Healthcare-Ready QuickBooks Foundations

We configure QuickBooks for healthcare — so reports make sense, month-end is predictable, and leadership can trust the numbers without footnotes.

Result: Financials that reflect how your practice runs and supports decisions – not debates.

Best for: Practice Managers • Ops • CFOs

AdvancedMD → QuickBooks Integration

We automate the flow of Revenue, Adjustments and Payment detail from AdvancedMD to QuickBooks — Billing and Accounting become aligned, reconciled, auditable and finally speak the same language.

Result: Stop re-keying what already exists and reconcile EMR payments with your bank.

Best for: Accounting • Finance • Ops

Automated Charge Slip Creation & Batching

We automate charge slip creation and batching from clinical notes — using repeatable appointment types and practice-specific billing logic, with daily alerts for notes that actually need attention.

Result: Faster Visibility, Fewer Misses, Quicker Billing and No more copy-paste land.

Best for: Billing • Ops • Providers

ERA/EOB Reconciliation for AdvancedMD

In partnership with Anatomy, we help billing teams reconcile ERA/EOB payment confirmations to payments posted in AdvancedMD — ensuring billing accuracy upstream so accounting is cleaner downstream.

Result: Billing-Side Payment postings are reconciled with what payers paid before accounting gets involved.

Best for: Ops • Finance • Owners

Automation for Private Pay & Home Health

We support private pay and non-traditional revenue models with client billing and caregiver pay workflows that keep QuickBooks clean and reporting intact — without forcing workarounds or manual cleanup.

Result: Visibility across all revenue — not just insurance. Private pay and Caregiver Expense — fully visible and Sync’d with QuickBooks.

Best for: Ops • Finance • Owners

Make An Appointment

The People Behind the Work

You’ll work with a small, focused team that understands healthcare operations and financial workflows.

Dawn Scranton

Head of Laboratory Department

Tom Balletta

Business Development

Alam Giovanni Rodriguez Olmos

Automation & Integrations

Gustavo Pinto

Accounting & Excel Guru

Marlyn Joy Yacon-Acenas (MJ)

Accounting Support

Ready to Make Things Easier?

If your back office feels heavier than it should, we’re here to help.

Connect With Us

Explore Our Solutions

Our Expert Team

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