QuickBooks Preferences

The QuickBooks preferences tab is where you will come to fully integrate your QuickPractice file with your QuickBooks software. For more detailed instructions on how to use QuickBoooks integration, click here.

Refer to the following screenshot and table as a reference for determining how each field works in the process of integrating QuickPractice with your QuickBooks class file.

QuickBooks Integration - Check to initiate the Quick Books integration installation. QuickBooks File/Browse - Click "Browse" to navigate to your QuickBooks database file. (For Example: "C:\Program Files\QuickBooks\quickbooksfile.qbw"). Deposit to Account - Specify the deposit account you want to send your QuickPractice payments to. Class - Specify the class. From Account - Click to print the words "Signature on File" into box 31. Default Memo - Toggle on/off the option to add a date next to the signature in box 31. Connect - Click to specify which side of the CMS-1500 form to print the insurance carriers address to (only works for 12/90 version). Click "blank" to leave insurance carrier's address off the top of the claim form.