Hi there, @Hope and healing.
Being able to track the insurance company that paid for the services provided to patients would be beneficial. In medical billing, you need to know who paid what, when, and for who. However, QuickBooks Online only operates on the customer level.
I recommend seeking professional advice from your accountant about this. They may have other options to record and properly handle this scenario. If you don't have one, you may visit our ProAdvisor website to run a search.
Here's how:
- Visit the ProAdvisor site.
- Enter your city or ZIP code in the Location field. It will display a list of accountants or bookkeepers near you.
- You can also filter the service provided, industry served, and product supported to narrow down the results.
Additionally, I'm adding these articles about the Class Tracking feature, which may be helpful for monitoring income, expenses, and profitability for each part of your business:
You can count on us if you have any other questions about QuickBooks. It's our pleasure to help!
