Book monthly Atlas membership revenue into QuickBooks
The books close each month without a spreadsheet marathon. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per month, estimated
- ~3 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of each month.
- Step 1
Tabflows reads Atlas membership payments, refunds and in-office med sales.
- Step 2
Groups them by plan and revenue type.
- Step 3
Stages QuickBooks journal entries for bookkeeper approval.
- Step 4
Flags deposits that do not match.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Atlas.md and QuickBooks accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and practice owner to review before anything is charged, refunded or sent.
Do we need to switch from Atlas.md and QuickBooks?
No. Book monthly Atlas membership revenue into QuickBooks works inside the Atlas.md and QuickBooks accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts on the 1st of each month. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 3 hrs per month.