Reconcile paid Calendly consults against QuickBooks deposits
Consult fees are fully accounted for. 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
- ~1 hr
- Role it helps: billing team
- 1
- Steps Tabflows handles for your team
- 4
How it runs
Starts: On the 1st of each month.
- Step 1
Tabflows reads last month's paid Calendly bookings.
- Step 2
Matches them to QuickBooks deposits.
- Step 3
Flags missing or refunded payments.
- Step 4
Stages entries for bookkeeper approval.
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 Calendly 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 to review before anything is charged, refunded or sent.
Do we need to switch from Calendly and QuickBooks?
No. Reconcile paid Calendly consults against QuickBooks deposits works inside the Calendly 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, saving an estimated 1 hr per month.