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.