Guide 01
Jane and QuickBooks: what connects, what does not, and how to close the month
Jane does not need a direct QuickBooks connection for a controlled summary close. Learn the report, reconciliation, and posting workflow.
Canadian Jane clinics · QuickBooks Online
How do I reconcile Jane payments with QuickBooks Online?
Reconcile one clinic month by adding the supported Jane reports, checking that source totals agree, matching Jane Payments payouts to bank deposits, and confirming your QuickBooks account mappings. The tool works locally in your browser and prepares a reviewed journal CSV and close package without connecting to Jane or QuickBooks.
No Jane login · No QuickBooks login · Runs in this browser
Jane month-end close
Add your Jane reports
Start with the reports you already export. We identify them locally before asking the few questions the files cannot answer safely.
Three reports required. Using Jane Payments? You’ll also need its Transactions and Payouts reports and a bank export.
No Jane login · No QuickBooks login · Runs in this browser
Which Jane reports do I need?
Export each report as its own CSV or one-sheet XLSX. Keep Jane's original columns and use the same clinic or location scope across the close.
- Sales: use the close month and Invoice Date. Sales export guide (opens in a new tab)
- Billing Summary: use the same month and scope as Sales. Billing Summary export guide (opens in a new tab)
- Daily Transactions: use the same close month. Daily Transactions export guide (opens in a new tab)
- If you use Jane Payments: also add Jane Payments Transactions for the close period and Jane Payments Payouts with the nearby deposit window. Transactions guide (opens in a new tab) and Payouts guide (opens in a new tab)
Safety limits: 100,000 rows, 200 columns, and 2,000,000 cells per file; 150 MB expanded per XLSX; 500,000 rows, 3,000,000 cells, and 250 MB expanded across the batch. Files are read one at a time and refused without truncation.
What happens to patient details?
Files are read in this browser. The reconciliation retains normalized totals and control evidence; patient-level rows are not included in analytics, downloads, or saved mapping preferences.
For bookkeepers
A controlled monthly workflow for each Jane client.
Export the supported reports for one clinic and month, reconcile source totals and payouts, then apply the QuickBooks mappings you chose. The tool blocks unsupported cases instead of choosing an accounting policy.
- 01
Choose the supported Jane reports. - 02
Review source differences and payouts. - 03
Confirm accounts before the final package.
- Jane and QuickBooks: what connects, what does not, and how to close the month
- Jane month-end close checklist for QuickBooks
- How to reconcile Jane Payments in QuickBooks
- Why Jane Billing Summary and Daily Transactions totals differ
No Jane or QuickBooks login. Files stay in this browser. Review is free; one eligible package costs CAD $15 plus tax.
Learn the workflow
Jane + QuickBooks guides
Guide 02
Jane month-end close checklist for QuickBooks
Export the right Jane reports for one month, prove the totals, reconcile deposits, review mappings, and prepare the posting package.
Guide 03
How to reconcile Jane Payments in QuickBooks
Understand Jane Payments charges, fees, net settlement, payout timing, and the proof needed before preparing a summary journal.
Guide 04
Why Jane Billing Summary and Daily Transactions totals differ
Check date basis, period, clinic scope, tips, refunds, credits, and gift-card activity before treating a Jane report difference as a bookkeeping error.
Product FAQ
Questions before you close
Does this connect to Jane or QuickBooks?
No. You export the supported reports from Jane, choose them in your browser, and later import the reviewed CSV into QuickBooks yourself. The tool never receives either login.
What is free, and what costs CAD $15?
Report identification, source controls, payout matching, account mapping, and journal review are free. One CAD $15 purchase plus applicable tax unlocks the eligible QuickBooks CSV, reconciliation workbook, and import instructions.
Does a Ready result guarantee QBO will import the journal?
No. The generated fixtures were tested through the current QBO Canada journal import flow, including subaccount and tax-centre behavior, but company settings can differ. Review the CSV and use the included import instructions.
What happens with refunds, credits, or gift cards?
The tool can preserve otherwise valid source evidence while blocking the journal. It will not invent an accounting treatment for activity outside the supported V1 workflow.
Do my files leave this device?
No source report, bank export, filename, account mapping, financial amount, or generated package is uploaded. Stripe receives only the payment and fixed product/flow evidence needed to verify an eligible download.
Methodology and scope
You stay in control of the accounting.
The tool reconciles Jane reports, matches supported payouts, and applies the QuickBooks mappings you provide. It does not choose accounts, tax treatment, or accounting policy.
Methodology based on Jane’s official reporting guides
Jane Sales report (opens in a new tab)Billing Summary guide (opens in a new tab)Jane Bookkeeping Hub (opens in a new tab)
For Canadian Jane clinics using CAD and QuickBooks Online Canada. Independent software; not affiliated with or endorsed by Jane Software Inc. or Intuit Inc.