Performing Financial Functions > Using the QuickBooks Software Integration

Setting Up the QuickBooks Software Integration

Before setting up the QuickBooks software integration, ensure that the following conditions are met:

• The QuickBooks software is installed, and the QuickBooks database is accessible from your computer, either locally or from a shared location.

• You are logged into QuickBooks as an Administrator.

• You have security permissions to access Maintenance > QuickBooks Export Maintenance.

• You are able to post payments in OrthoTrac.

• The QuickBooks integration is enabled via proper licensing.

• You are running version 2007 or higher of the QuickBooks software.

Related Topics

Setting Security Permissions

Setting Up the Integration