The information in this article applies to:
PracticeMaster and Tabs3 can integrate with Intuit's popular QuickBooks accounting software (www.quickbooks.com). This article explains the different types of integration available.
There are two types of integration with QuickBooks.
This method of integration allows you to post journal entries to QuickBooks for cost and payment entries in Tabs3 and cost entries in PracticeMaster (payments cannot be entered into PracticeMaster). When saving a cost or payment entry, a QuickBooks General Journal Entry window will be displayed if the cost or payment tcode is configured to integrate with QuickBooks. This window allows you to post journal entries to the appropriate QuickBooks account. Tabs3 and PracticeMaster save the journal entry data in a file named T3QBJRNL.IIF. Periodically, this file can then be used by QuickBooks to import the journal entry information from Tabs3 and PracticeMaster into QuickBooks.
When using the IIF Format, you must export the QuickBooks chart of accounts to a file named T3QBACCT.IIF. This file must reside in the Tabs3 and PracticeMaster program directory. This file is used to provide a list of QuickBooks accounts that can be configured as default accounts for cost and payment tcodes. This list is also used in the QuickBooks General Journal Entry window if you want to change the default accounts.
This method of integration supports automatic integration from Tabs3 and/or PracticeMaster to QuickBooks as well as on demand integration from QuickBooks to Tabs3 and/or PracticeMaster.
Tabs3 and/or PracticeMaster to QuickBooks - Integration from Tabs3 and/or PracticeMaster to QuickBooks is automatic. Whenever a client or cost is added to Tabs3 or PracticeMaster, a corresponding customer or bill is automatically added to QuickBooks (provided the client or tcode is configured to integrate with QuickBooks). Journal entries are automatically created in QuickBooks for costs and payments in Tabs3 and costs in PracticeMaster. When using PracticeMaster without Tabs3, fees created in PracticeMaster automatically create Time Tracking records in QuickBooks.
QuickBooks to Tabs3 and/or PracticeMaster - Integration from QuickBooks to Tabs3 and/or PracticeMaster is performed on demand. Running a merge QuickBooks data program in Tabs3 or PracticeMaster transfers all new or changed customer (client) and bill (cost) entries in QuickBooks to Tabs3 and/or PracticeMaster. Additionally, if using PracticeMaster without Tabs3, new or changed time tracking (fee) records in QuickBooks are transferred to PracticeMaster.
The following table summarizes the QuickBooks QBXML Integration:
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