Accounting: Quickbooks
Accounting: QuickBooks This page explains how to set it up so Deposits automatically create accounting transactions in QuickBooks. To link deposits and payments to EZ2000 Plus Dental's accounting, see Accounting Setup. Before trying to use EZ2000 Plus with QuickBooks you must first install the QuickBooks Foundation Class. Download QBFC10_0Installer.zip, unzip it, and then run the installer. In the Manage module, click Accounting, then Setup. Then select QuickBooks in the upper right as the Deposit Software.
Company File: Enter the path to your QuickBooks company file, or click Browse to locate the file on your computer. (If you choose Browse, make sure QuickBooks is not running while browsing for the file). If this is the first time connecting to this company file with Ez2000 Plus Dental, open the company file and log into QuickBooks as an administrator user if possible. See the Things to Know section at the bottom of this page if you are having troubles opening QuickBooks in the background. While QuickBooks is logged into the company file, go back to EZ2000 Plus Dental and click Connect. If you did the previous steps correctly, this security window from QuickBooks should open.
Select Yes, always. Click Continue. List of accounts to deposit to: Click Add and select the deposit account to add it to the pick list. Accounts entered here will be options in the Deposit into Account dropdown on the Deposit window. List of income accounts: Click Add to select the Income Account options available when the deposit transaction is created. Click OK to save the settings. The next time a Deposit is created in EZ2000 Dental, a deposit transaction will automatically be created within the QuickBooks company file, using the accounts you choose at the time of creation. If you change or delete a deposit in EZ2000 Plus Dental, you will need to manually make the same change in QuickBooks. Old deposits can be sent over to QuickBooks. See the QuickBooks section in the Deposit Slip page for more information. Things to Know Multiple Open Dental Databases: Running QuickBooks in Background: Edit Application Permissions in QuickBooks:
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