QuickBooks Intergration                                                                                                              

One of the most useful features of your QuickPractice software lies in it's ability to intergrate seamlessly with QuickBooks. By using this intergration feature, you can quickly and easily send payment transactions created in QuickPractice to your QuickBooks account file.

Sending payment tranactions from QuickPractice to QuickBooks is very simple, however there are a few steps that must be completed first before you can do so. Refer to the insructions below to complete the intergration.

1. The first step is to create a "QuickPractice" class within QuickBooks.

     a. Open your QuickBooks softare and click on "LISTS".

     b. Click "CLASS LIST"* and then click "CREATE NEW".

     c. For class name use "QuickPractice" or whatever name of your own choosing.

2. Now you are ready to link the class file you have created inside QuickBooks to your QuickPractice datafile.

     a. Close QuickBooks and open your QuickPractice software.

     b. Open your "PRACTICE PREFERENCES" by clicking on "FILE>PRACTICE INFO>PREFERENCES".

     c. Navigate to the "QUICKBOOKS INTERGRATION" tab from within your "PRACTICE PREFERENCES".

     d. On the top of the "QUICKBOOKS INTERGRATION" tab place a check mark inside the box next to the "QUICKBOOKS INTERGRATION" label.

     e. The installation wizard should initialize. Follow the onscreen instructions to complete the installation.

     f. After the installation wizard has completed, click on the "BROWSE" button to locate the "QuickPractice" class file you created in STEP 1.

     g. Once you have located the "QuickPractice" class file in your QuickBooks folder, click the box labeled "CONNECT".

3. You're nearly finished! Before the intergration is complete, you must make sure that the "DEPOSIT ACCOUNT" inside QuickBooks is linked to the "QuickPractice" class file created in STEP 1.

     a. Open your QuickBooks softare.

     b. Click on "DEPOSIT TO ACCOUNT". Choose the account you want payments made within QuickPractice deposited to.

     c. For "CLASS" select the "QuickPractice" class created in STEP 1.

     d. For "FROM ACCOUNT" chose from any of the accounts you have previously created inside QuickBooks.

     e. "DEFAULT MEMO" can be left blank.

     f. Click "OK" to complete.

Congratulations! Your QuickPractice software has now sucessfully been intergrated with QuickBooks. Now you will be able to see patient and insurance payment transactions created from within QuickPractice whenever you are using QuickBooks to manage your practice finances. Before you begin to use the QuickBooks intergration feature fully, it is recommended that you send some test payments through QuickPractice to your QuicksBooks file to ensure the intergration is working properly. Refer to the instuctions below to test the intergration.

1. Open the QuickPractice software.

2. Select a patient file that you feel comfortable using to test the intergration on.

3. IMPORTANT: Make sure you have outstanding patient charges for which to apply payments.

4. Click onto the PAYMENTS tab.

5. Click ADD to enter a payment for the patient.

6. Enter the payment amount, the payment type and chose the charge you wish to apply the payment to. Make sure the "SEND TO QUICKBOOKS" dialog box is checked off.

7.