Generations Homecare System Integration with QuickBooks
Generations Homecare System is a cloud-based solution that helps Medicaid and private duty homecare agencies in automating various processes such as billing, payroll, and scheduling. It includes various modules including care plan management, client management, visit verification, field communication, scheduling, payroll management, electronic signature capture, and time/task reporting. It offers a calendar feature that allows care teams to monitor confirmed shifts in real-time and alter schedules based on client needs. It also enables users to generate custom reports on the system to facilitate decision-making, and delivery of homecare services and to improve client health outcomes. In this article, we will explain how to integrate Generations Homecare System with QuickBooks.
What Are the Benefits of Integrating Generations Homecare System with QuickBooks?
These are the benefits of integrating Generations Homecare System with QuickBooks.
- Includes a secure in-app communication channel for the entire care team.
- It allows users to quickly fill available shifts by allowing caregivers to request shifts via their mobile app
- Includes an electronic signature feature that allows caregivers and clients to electronically sign for care delivered on a daily or weekly basis.
- “Visit Verification” feature automatically confirms the schedules that result in accurate billing and payroll exports.
How to Integrate Generations Homecare System with QuickBooks?
By following the given steps, Generations Homecare System can be integrated with QuickBooks Desktop.
- Download and install the Generations Online Interface for QuickBooks application.
- Next, sign in using your agency ID, email address, and Generations password.
- Sign into your QuickBooks as an Administrator.
- Now, in the Generations Online Interface, select “QuickBooks.”
- Select “Export Data To QuickBooks” and click “Query Generations.”
- A QuickBooks certification window will pop up, select “Yes, whenever the file is open.”
- Check the box “Allow this application to access Social Security Numbers and other (limited) personal data.” and click “Continue.”
- Now, in the Generations Online Interface, select the data element that you want to integrate with QuickBooks.
- Finally, click on “Export/Update.”
Apps4Rent Can Help with Generations Homecare System and QuickBooks Integration
Generations Homecare System integrates with both QuickBooks Desktop and QuickBooks Online. However, there are certain features such as interfacing of payroll items or timesheets, which are not supported by QuickBooks Online. Hence, to use this solution fully, the QuickBooks Desktop version is required.
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