Sending Payments to Your QuickBooks file

Once you have completed the integration process, it is recommended it that you test it with a payment or two.

Sending payments to QuickBooks is easy and only requires a few clicks. Follow the instructions below.

1. First, you must have a payment ready to be exported to QuickBooks. From the Payment Entry screen, enter a payment as your normally would, and then on the right hand side of the payment entry screen, click Send to QuickBooks. This payment will now be flagged to be exported to QuickBooks. 2. ! IMPORTANT: Make sure that your QuickBooks application is open. 3. Within QuickPractice select the Transactions Menu and then click QuickBooks. The following screen will appear. 4. Select Connect to QuickBooks. If the QuickBooks application is not running  you will see the following screen. 6. Select Yes to continue. 7. Select the transaction(s) you wish to send to QuickBooks. 8. Verify that correct accounts are selected.            9. Select Send. 10. Verify the deposit(s) are in you QuickBooks. file.