Setting Up 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 level permissions to access Practice Setup > QuickBooks - Setup.
You are able to post payments in the WinOMS software.
The QuickBooks integration is enabled via proper licensing.

To set up the QuickBooks integration:

Select Tables > Practice > QuickBooks Integration Set Up.
Under Company File Selection, click . The Select QuickBooks Company File window is displayed.
Select the company file (.qbw extension) you want to use, and click Open. The QuickBooks Integration Set Up window is displayed with the Practice Settings tab active.
If you are using WinOMS as a hosted solution (WinOMS Cloud), see the following procedure.

To set up the QuickBooks integration with WinOMS Cloud:

Open QuickBooks on the local computer.
Log on to WinOMS.
Select Tables > Practice > QuickBooks Integration Set Up.
Under Company File Selection, click . The Select QuickBooks Company File window is displayed.
Select the company file (.qbw extension) currently running on the computer, and click Open. The QuickBooks -- Application Certificate window is displayed.
Select Yes, always allow access even if QuickBooks is not running, and then select Allow this application to access personal data such as Social Security numbers and customer credit card information.
Click Continue. The Access Confirmation window is displayed.
Review the settings and click Done.