Choose your accounting software
ClinyPal connects to Xero, QuickBooks Online, and Zoho Books. Whichever you use, the idea is the same: every issued invoice gets pushed across automatically, so your bookkeeping stays current without manual re-entry.
Connect it
Go to Apps & integrations, find your accounting software, and choose Connect. You'll sign in to that account and authorise ClinyPal to send invoices to it.
Connecting an accounting integration.
What actually syncs
Every issued invoice that hasn't already been sent gets pushed across, creating the matching contact or customer automatically if it doesn't already exist there. An invoice already synced won't be duplicated on the next run.
Only issued invoices sync A draft invoice stays in ClinyPal until it's issued. This keeps unfinished work out of your books until it's actually ready to bill.
If it stops syncing
See an invoice didn't sync for how to check the connection and get it flowing again.
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