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Connect Epic and QuickBooks — HIPAA-Compliant, No Code

Knack Health connects Epic to QuickBooks with automated workflows built for healthcare teams. Trigger invoices, sync patient billing data, and automate revenue cycle tasks from Epic — no developers, signed BAA included.
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Epic - Quickbooks Integration
Trusted by hundreds of healthcare organizations. Signed BAA included.

What You Can Do When Epic Connects to QuickBooks

Epic manages your clinical records and patient encounters. QuickBooks manages your invoicing, payments, and financial reporting. Knack Health automates the billing workflow between them — HIPAA-compliant, no code.

Appointment completed → QuickBooks invoice generated automatically

When an appointment is marked complete in Epic, Knack automatically creates the corresponding invoice in QuickBooks — eliminating the manual billing step between clinical and financial systems.

New patient in Epic → QuickBooks customer record created

When a new patient is added to Epic, Knack creates a matching customer record in QuickBooks — so your billing team never has to enter the same information twice.

Payment received in QuickBooks → Epic record updated

When a patient payment is logged in QuickBooks, Knack updates the corresponding Epic record to reflect the payment status — keeping clinical and financial records in sync.

Outstanding balances → automated follow-up workflow triggered

When an invoice in QuickBooks ages past a threshold, Knack triggers a follow-up task or notification in your Knack app — so your billing team has a clear, prioritized list of accounts to action.
Epic and Quickbooks Integration

Set Up in Minutes. No Developers Required.

Build your healthcare app

Use Knack’s no-code builder — or AI — to create the app your team actually needs. Patient intake, care coordination, scheduling, billing — start from a template or build from scratch.

Connect with Flows

Add a Flow inside your Knack app to connect to Epic or Quickbooks. Choose your trigger, set your actions, and map your data fields. No code required.

Automate and run

Your workflow runs automatically from that point on. Every step is logged, HIPAA-compliant, and visible in your Flows dashboard.

What Healthcare Teams Automate with Knack Health

Epic QuickBooks Integration Appointments & Billing

Billing: Appointment completions trigger QuickBooks invoices automatically

Every completed Epic encounter can generate a QuickBooks invoice without anyone touching a keyboard — reducing billing lag, minimizing missed charges, and freeing your team from manual data entry.
Epic QuickBooks Integration Patient Records

Patient Records: New patients sync across Epic and QuickBooks

When a patient is added to Epic, their customer record appears in QuickBooks automatically — so billing always has the right account information from day one.
Epic QuickBooks Integration Payments

Payments: QuickBooks payment data reflected back in Epic

Payment events in QuickBooks trigger record updates in your Knack app that keep your clinical team aware of outstanding balances and cleared accounts — no more manual reconciliation.
Epic QuickBooks Integration Reporting

Reporting: Connect clinical volume to financial performance

Link Epic appointment and encounter data to QuickBooks revenue records through Knack to build reports that show revenue by provider, service line, or payer — all in one place.

HIPAA Compliance Built Into Every Connection

Every workflow you run through Knack Health is covered — encrypted, logged, and backed by a signed BAA.

Signed BAA

Included on every HIPAA plan. No negotiating, no waiting.

Encrypted Data

All data encrypted in transit and at rest on every plan.

Role-Based Access

Control exactly who can view, edit, or trigger each workflow.

Record Change Logs

Every action is logged with a timestamp and user ID. Always on.

SOC 2 Type II Certified

Independently verified security controls across the platform.

Ready to connect Epic and QuickBooks?

Start building for free — no credit card required. Or talk to our team about your specific workflow.
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HIPAA plans start at $625/month. Includes signed BAA, encrypted data, and record change logs.

Connect Epic with QuickBooks FAQs

Is this integration HIPAA-compliant?
Yes. All connections built through Knack Health run on our HIPAA-compliant infrastructure. Every HIPAA plan includes a signed Business Associate Agreement, encrypted data handling, and record change logs.

No. Knack Flows uses a visual, no-code builder. You connect Epic and QuickBooks by selecting triggers and actions from a menu — no API keys, no code, no engineers required.

Most integrations are live in under an hour. Complex multi-step workflows may take a few hours depending on your data mapping requirements.
QuickBooks does not offer a BAA and is not designed as a HIPAA-compliant platform. When connecting Epic billing data to QuickBooks through Knack Health, we recommend limiting the data you sync to billing identifiers and financial fields rather than clinical PHI. Knack Flows gives you control over exactly which fields are included in each workflow. Our team can help you configure a compliant data mapping for your billing workflow.
No — and it is not designed to. This integration automates the handoff between your EHR and your accounting system. If you use a dedicated medical billing platform between Epic and QuickBooks, Knack can connect to that as well. Contact our team to discuss your specific billing stack.