Reconcile Charm payments with QuickBooks every evening
Month-end close takes an hour, not a weekend. 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
- ~4 hrs
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: Every evening at 7pm.
- Step 1
Tabflows reads payments posted in Charm.
- Step 2
Matches them to deposits in QuickBooks.
- Step 3
Flags unmatched or doubled entries.
- Step 4
Creates a bookkeeping task for each gap.
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 CharmEHR 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 CharmEHR and QuickBooks?
No. Reconcile Charm payments with QuickBooks every evening works inside the CharmEHR 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 every evening at 7pm. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 4 hrs per month.