Integrations · VIP™ Integrations

Connect Claims Operations to QuickBooks

Move invoices, compensation bills, payment information, and financial status between VIP Claims Operations and QuickBooks Online—without rebuilding the same transaction in two systems.

Talk to VIP Explore VIP Claims Operations

Available connection

The operating layer

Two-way

Accounting & payments

Approved invoicesVendor recordsPayment statusRemittance detail

The business problem

Claims operations and accounting shouldn't require duplicate work.

Once an assignment reaches billing, the correct customer, claim, services, fees, expenses, compensation, and payment information still need to reach accounting. When systems are disconnected, teams re-enter information, maintain spreadsheets, check statuses manually, and reconcile payments. VIP connects those workflows.

Before

Claim completedInvoice preparedAccounting re-enters informationBills handled separatelyPayment manually reconciled

With VIP

Claim managed in VIPBilling rules appliedInvoice sent to QuickBooksCompensation bills createdPayment status synchronized

How it works

From completed claim work to accounting

Manage the claim

Manage assignments, services, fees, expenses, adjusters, and claim information inside VIP Claims Operations.

Apply billing rules

VIP determines when an invoice is eligible for export based on the configured workflow and carrier requirements.

Create the QuickBooks transaction

VIP sends the invoice with the appropriate customer, claim, services, fees, expenses, deductions, and configured line items.

Handle compensation

When enabled, VIP can create QuickBooks bills for compensation owed to independent adjusters and sales personnel.

Synchronize payment status

Payment information can move between VIP and QuickBooks so both teams can see whether an invoice has been paid.

Synchronization runs automatically on a scheduled basis after implementation and mapping are complete.

Connected records

One workflow. Connected financial records.

Invoice export

Create QuickBooks invoices from eligible standard and supplement VIP invoices without recreating the transaction.

Detailed line items

Send configured field fees, percentage fees, flat fees, unit-of-measure charges, expenses, deductions, taxes, and adjustments.

Contractor & sales compensation

Optionally create QuickBooks bills for compensation owed to independent adjusters and sales personnel.

Payment synchronization

Supported payment records can move in either direction and update the corresponding invoice status.

Voids & audit continuity

Synchronize invoice void activity while preserving the accounting record and operational audit trail.

Claim context

Give accounting more than an invoice number.

VIP can carry important claims context into QuickBooks so finance teams can understand what they are billing without returning to the claims system for every question.

Illustrative example

QuickBooks invoice

Customer: Example Insurance Carrier
Invoice #: VIP-10482
Claim Number: CLM-294810
Insured: Sample Insured
State / Class: Florida
Services: Field Inspection · Additional Expense · Photos / UOM
Total: $XXX

Accounting mapping

Your claims terminology mapped to your accounting structure

Every service provider organizes accounting differently. During implementation, VIP maps operational entities to the appropriate QuickBooks entities.

CarriersCustomers

Independent AdjustersVendors

Assignments / ServicesProducts & Services

Unit of Measure ChargesProducts & Services

Flat FeesProducts & Services

PaymentsBank Accounts

CompensationExpense Accounts

Claim StateQuickBooks Class

Once configured, VIP consistently translates claims activity into the accounting structure your organization already uses.

Payment loop

Close the loop between operations and accounting

When a payment is recorded against a supported VIP-generated invoice in QuickBooks, VIP can update the corresponding invoice status and payment details.

VIP invoiceQuickBooks invoicePayment recordedVIP status updatedOperational visibility

Business outcomes

Less administrative work between the claim and the books

Reduce duplicate entry

Avoid manually rebuilding supported VIP invoices inside QuickBooks.

Improve financial visibility

Connect operational invoice status with accounting payment activity.

Standardize billing

Map services, fees, vendors, customers, accounts, and compensation rules into a repeatable process.

Simplify reconciliation

Keep the claim and its accounting transaction connected throughout the billing lifecycle.

Built for claims service providers

Built for the complexity behind claims billing

A single assignment can involve service fees, unit-based charges, expenses, deductions, supplements, adjuster compensation, sales compensation, carrier requirements, and regional reporting. VIP structures that complexity and passes the appropriate financial information into QuickBooks.

Claim workAssignments · Services · Expenses · UOM · Flat Fees · Compensation · Supplements

VIP Claims Operations

QuickBooks OnlineReceivables · Payables · Customers · Vendors · Products & Services · Payments

Part of the VIP ecosystem

QuickBooks is connected to the workflow—not bolted onto it.

VIP manages the operational workflow around the claim while QuickBooks remains the accounting environment. Service providers can modernize claims operations without forcing finance teams to abandon the tools and processes they already use.

VIP™ — The Insurance Intelligence Layer

Keep your claims system. Connect everything around it.

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