Setting Up JM Care Plans in QuickBooks


You’ll need to map accounts for care plan activities in QuickBooks.  

To do so:

  1. Create a Care Plan account in QuickBooks.
  2. From Administrative > QuickBooks > Set Up QuickBooks Integration, select the Accounts tab.  
  3. Select an account from the account hierarchy.  
  4. Select a QuickBooks account from the drop-down list at the bottom of the window. 

 

Updated on Thu, 22 Jan 2026 by Nathan Brown

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