Converter

EOB to QuickBooks

QuickBooks is where the numbers need to end up — but it cannot read a PDF. The bridge is structured data: extract the document into clean fields, export CSV or Excel, and use QuickBooks' built-in import tools to bring the records in without re-typing.

This converter handles the hard half: the AI reads the document and produces labeled, consistent columns. From there, QuickBooks Online's import features (and standard IIF/CSV workflows in Desktop) map columns to fields once, and every subsequent batch imports the same way.

EOB conversions structure the money trail per service line: CPT code, billed, allowed, plan paid, and patient responsibility in adjacent columns, making reconciliation and denial tracking a filter instead of a reading exercise.

How it works

1. 1

   Upload the EOB

   PDF (including scanned), PNG, JPG, or WEBP — from any source, with no template setup.

2. 2

   AI extracts the fields

   Patient & provider name, Claim number, Service date, Procedure (CPT) codes, and more — each with a confidence score so you know what to double-check.

3. 3

   Download the QuickBooks output

   A CSV or Excel export with consistent, labeled columns you can map in QuickBooks' import screens — dates, amounts, names, and references in their own fields, plus JSON via the API if you use an integration tool like Zapier or Make to write into QuickBooks automatically.

What lands in your QuickBooks output

• ✓Patient & provider name
• ✓Claim number
• ✓Service date
• ✓Procedure (CPT) codes
• ✓Billed vs allowed amount
• ✓Insurance paid
• ✓Patient responsibility
• ✓Denial codes

When to use QuickBooks

• →Getting document data into QuickBooks without manual entry
• →Month-end bookkeeping from stacks of source documents
• →Automating recurring document-to-QuickBooks flows via Zapier/Make and the API
• →Keeping a clean audit trail from source document to ledger entry

FAQ