QuickBooks Software Integration

Refund Check Processing

Before you can automatically post batch refunds from Contact Experts, a refund processing code must be entered into the practice preferences. Depending on how your integration was set up, it may be done automatically. If not, you must enter it.

To enter a refund processing code:

1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

2. Click the Experts tab.

3. In the AR Expert Default Refund Code field, use the drop-down list to select a refund code, such as RF - Refund Transaction.

4. Click Ok.

There are two methods you can use to process refund checks:

• QuickBooks Software

• A/R Contact Expert