Turn staff reimbursement forms into draft QuickBooks expenses
Reimbursements are booked without chasing paper. Requests land in chat, the chart, the inbox and the hallway. One list the whole team can see is what keeps them from falling through the gaps.
- Saved per request, estimated
- ~10 min
- Roles it helps: billing team and practice owner
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a staff reimbursement Jotform is submitted.
- Step 1
Read amount, vendor, category and receipt.
- Step 2
Match the expense account in QuickBooks.
- Step 3
Draft the expense for owner approval.
- Step 4
Flag missing receipts.
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 Jotform and QuickBooks accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will this flood my team with more tasks?
No. Tasks follow your clinic's rules for who handles what, so each one lands with the right person, with the context already attached.
Do we need to switch from Jotform and QuickBooks?
No. Turn staff reimbursement forms into draft QuickBooks expenses works inside the Jotform 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 when a staff reimbursement Jotform is submitted. Tabflows works through 4 steps, and the result lands with your billing team and practice owner, saving an estimated 10 min per request.