Can I connect Jane with my bookkeeping system?

Short Answer

Yes. Jane doesn’t replace your bookkeeping system—it feeds it. You can export daily sales reports from Jane and import them into Xero or QuickBooks Online, or connect via supported integrations, so your clinic’s revenue, HST, and payouts flow cleanly into your accounting software without manual data entry.

The Rule / General Rule

• Jane is your operational system, not your accounting ledger. Jane handles scheduling, charting, and payments; Xero or QBO remains your official accounting system of record.
• You must mirror sales in your books. CRA expects your accounting system to reflect actual revenue, HST, refunds, and discounts. Jane‘s sales reports are your source data, but the numbers must land in the general ledger.
• Use structured exports, not ad-hoc spreadsheets. Jane‘s Accounting Software reports are specifically designed to map to Xero/QBO imports, with columns for payment types and fees.
• Decide on a posting method and stick to it. You can either import detailed sales or post summarized daily/weekly journal entries—just be consistent so reports tie out.
• Reconcile to Jane payouts. Whatever integration you choose, bank deposits from Jane Payments, Moneris, Stripe, etc. must be reconciled to Jane‘s reports and then tied into your accounting software.

Why It Matters

• Less manual data entry. Importing Jane‘s sales data into Xero/QBO cuts down on keying invoices and reduces typos.
• Cleaner HST reporting. Jane already splits out taxable vs exempt services and products; pulling that into your ledger keeps HST filings correct.
• Accurate practitioner payouts. When Jane and your books match, you can reconcile practitioner commissions and contractor payments cleanly.
• Faster month-end. If your bookkeeper can trust Jane exports, they can close the books faster and get you reports sooner.
• Audit trail. CRA and your accountant will love that every journal entry in Xero/QBO ties back to a Jane report for that day or period.

Best Practices

• Choose your accounting platform first. Decide whether your clinic will use Xero or QBO and set it up properly before connecting Jane.
• Standardize your chart of accounts. Create clear revenue accounts for assessment, treatment, massage, products, and HST, plus separate clearing accounts for payment processors.
• Use Jane‘s Accounting Software report. Run this report daily or weekly, export it, and either import into Xero/QBO or use it as the basis for journal entries.
• Decide summary vs detail:
• Solo practitioner: summaries per day/week may be enough.
• Multi-clinician clinic: you might want more detail, including practitioner-level tracking categories.
• Test with a sandbox month. Before going all-in, test your Jane↔Xero/QBO workflow on one month and verify that sales, HST, and payouts reconcile.
• Document the workflow. Create a simple SOP so any bookkeeper or admin can run the integration the same way every time.

Examples

Daily summary journal entries:

A busy physio clinic posts one journal entry per day: debit Bank and Jane clearing accounts, credit various revenue accounts and HST Payable based on Jane‘s daily export. They keep the CSV attached to the journal in Xero as backup.

Weekly imports into QBO:

A chiro and massage clinic uses QBO. Each week, the admin exports Jane‘s Accounting Software report and uses the import tool in QBO to load summarized sales by service type. HST lines are mapped to QBO‘s tax codes so returns are automatic.

Multi-location clinic with tracking categories:

A chain of three clinics uses Xero tracking categories for location and practitioner. They export Jane reports separately per location, then map each batch to the correct tracking category in Xero, giving them clean location-level P&Ls.

Tools

• Jane – your practice management hub: scheduling, charting, billing, and daily sales reports designed for accounting exports.
• Xero – ideal for clinics wanting strong tracking categories by location/practitioner plus friendly bank reconciliation.
• QuickBooks Online – common with Canadian clinics; offers flexible import tools for Jane‘s CSV exports and good sales tax handling.
• Dext / Hubdoc – still needed for purchase invoices, rent, utilities, and other non-Jane expenses.
• Syft Analytics – pulls from Xero/QBO (not Jane directly) but helps turn that integrated data into clinic-level dashboards.

Sources

Jane – Accounting Software and Jane

Jane – Importing sales to QuickBooks Online from Jane

Jane – Importing sales to Xero from Jane

CRA – Keeping records

Bookkeepers’ Tip

Don’t try to integrate everything at once. Start with one clean workflow: for example, “Every Monday, we export last week’s Jane sales and post a single summarized journal entry per day.” Once that’s running smoothly and reconciling to bank deposits, then layer in extras like practitioner-level tracking or automated imports. Integration is only worth it if it actually makes your life simpler.

Need Help

If Jane and your accounting system don’t seem to be speaking the same language, we can translate. We’ve helped many Canadian therapy clinics design simple, repeatable Jane↔Xero/QBO workflows that keep revenue, HST, and payouts aligned. Book a short call and we’ll review your current setup and recommend a practical integration path that matches your clinic’s size and complexity.