Configuring QuickBooks
Integration.
Setting up QuickBooks integration only requires a few simple steps.
Follow the procedure shown below as a guide for installing and configuring QuickBooks integration.
1. Click File>Practice Info>Preferences.
2. Select the QuickBooks Tab.
3. Select the QuickBooks Integration Checkbox to initialize the integration install.
4. After the installation wizard is complete, select the Browse button. A Windows dialogue box appears:
5. Browse to the QuickBooks Company File and select Open.
6. From the QuickBooks Integration Tab, select Connect.
7. Select Deposit To Account. (Note: This is a QuickBooks Bank Account.)
8. Select a Class.
9. Select a From Account.
10. Enter a Default Memo. (Optional)
11. Click OK.
12. After QuickBooks integration is complete, you can send you payments made in QuickPractice software to your QuickBooks company file.