QuickBooks Connection

•Connect to QuickBooks Online

QuickBooks Sync Settings

•QuickBooks Accounts- Enter suggestive names to define:

➢ Default Sales Account

➢ Default AR Account

➢ Discount Account

➢ Remake Account

➢ Sales Tax Account

•Refunds- Enter suggestive names to define:

➢ Refund from Bank Account

➢ Refund from Expense Account

•Laboratory Settings

➢ Lab to Sync to QB - select laboratory

Click Apply on the settings form if you would like these changes to take immediate effect, or click OK to save and close the settings form.

On the QuickBooks Sync Options tab, the first settings are in regards to the Invoice Due Date: Set the Invoice Due Date based on Invoice Date or on Shipment Date. If your option is to have the due date based on the Invoice date, then you must set the number of days after the Invoice date to represent the due date. Otherwise, enter the number of days that will be counted for establishing the due date base on the Statement date. Invoice Due Dates can be calculated anyway you see fit and it will set automatically during the synchronization process.  

QuickBooks- Sync options

The next three options allows you to specify how you would like DLCPM to synchronize customers and invoices to QuickBooks. Depending on how you use DLCPM, you may also choose to track Invoicing Cases, Invoicing Labs, Sales Reps, and Patient Names in QuickBooks.

More options:

➢ Transfer Patient Name to: either Invoice Memo or Invoice Line Item

➢Set when CPM is to Sync Invoices to QuickBooks after ... days. If you enter 0 then there will be no delay

➢Check the option, On the last day of the month always transfer all Invoices, if you wish to sync and transfer all invoices every month at the end of every month

Click Apply on the settings form if you would like these changes to take immediate effect or click OK to save and close the settings form.

This form provides the ability to alert specific DLCPM users when an error occurs during the synchronization process. With this function enabled, you may automatically notify a user via E-mail, ePop, or Text Message that there are some problem invoices that need attention.

QuickBooks- Alerts

Click on Apply in the settings form if you would like these changes to take immediate effect or click OK to save and close the settings form.