Quick Troubleshooting Tips


  •  There must be a Bank Account configured in QuickBooks. This is where QuickPractice will send the payments to.  To create a new bank account in QuickBooks look under Lists and then Chart of Accounts.
  • There must be a Class configured in QuickBooks. This is a configuration point in QuickBooks found under Edit>Preferences>Accounting>Company Preferences: Allow Class Tracking. Then, add a class: Lists>Class List.
  • If QuickBooks 2008 or greater is being used, install QuickBooksSDK7: www.quickpractice.com/support
  • If you are accessing the QuickBooks company file from a computer other than the QuickBooks server, you must configure RDS6ClientInstaller on that workstation. You must then install RDS6ServerInstaller on the QuickBooks server.  *The only alternative to this is to have QuickBooks installed on the local workstation as well. You can download the installer file from www.quickpractice.com/support