Third Party Integration Requirements (Ver. 14 & 12)

Last reviewed: 10/15/2010
Article ID: R11011

The information in this article applies to:

All Version 14 Products
All Version 12 Products

Note: If you are working with Version 15 products, please refer to R11276, Third Party Integration Requirements.

Summary

This article provides an overview of the specific versions and releases of third party applications that integrate with Tabs3 and PracticeMaster software.

Tabs3 Billing Software

Third Party Application	Version Requirement	KB Article	Integration Notes
Amicus Attorney®	Version 4 through Version 5.5, and Amicus 2008.	R10169
QuickBooks® QBXML	QuickBooks Enterprise Solutions 2008, 2007, 2006, 2005, 2004, or 2003; QuickBooks Premier 2008, 2007, 2006, 2005, 2004, or 2003; QuickBooks Pro 2008, 2007 & 2006 2004, or 2003. (QuickBooks 2003 must be version 12.0 release 7 or higher). QuickBooks Simple Start 2008, 2007, 2006 and QuickBooks Basic 2005, 2004, and 2003 do not support QBXML integration.	R10866	QuickBooks must be run in Multi-User mode (unless using QuickBooks RDS).
QuickBooks® IIF	Any version of QuickBooks that supports the IIF format	R10866
Time Matters®	Version 8, Version 7 Tabs3 Version 14 does not integrate with Time Matters Version 7 or older.	R10502	Tabs3 Client Server Version users can only integrate with Time Matters Version 8 SR2A or later. Previous versions of Tabs3 integrated with earlier versions of Time Matters.

PracticeMaster

Third Party Application	Version Requirement	KB Article	Integration Notes
CompuLaw® www.compulaw.com	Version 8.0 through Version 9	N/A
GroupWise® Calendar http://www.novell.com/products/groupwise/	Version 7.0 or later (Version 6.5 & 7 tested)	R10915
GroupWise® E-mail http://www.novell.com/products/groupwise/	Version 7.0 or later (Version 6.5 & 7 tested)	R10997	There are several known issues, as documented in R11209.
HotDocs® http://www.HotDocs.com To view a list of compatible word processing programs and versions for HotDocs, please refer to the HotDocs Knowledge Base and search for "File Locations and Supported Word Processors".	PracticeMaster Version 14.3 & later integrates with HotDocs 2007 & 2008 and all HotDocs versions that are compatible with PracticeMaster Version 14. PracticeMaster Version 14 & 12.2 integrates with HotDocs 2006; HotDocs 2005 SP2, SP3 and SP4; HotDocs 6.2 SP4 and SP5; and HotDocs Version 5.6, 5.5, 5.4, 5.3, or 5.2. PracticeMaster Version 12.1 requires HotDocs Version 5.6, 5.5, 5.4, 5.3, or 5.2.	N/A	HotDocs discontinued support of HotDocs 6 effective 12/31/2007 and HotDocs 5 effective 12/31/2005. HotDocs 6.1 will not integrate with PracticeMaster.
iManage (provided by Interwoven, Inc.)	Version 6
Microsoft® Outlook® E-mail	2007, 2003, 2002, or 2000	R10997	Outlook 2003 e-mail integration may require a HotFix from Microsoft.
Microsoft® Outlook® Calendar & Contacts	2007, 2003, 2002, 2000, or 98	R10924	Calendar & Contacts
Microsoft® Word	2007, 2003, 2002, 2000, or 97	R11015
PaperPort http://www.nuance.com/paperport	Version 6 or later	N/A
QuickBooks® QBXML	QuickBooks Enterprise Solutions 2008, 2007, 2006, 2005, 2004, or 2003; QuickBooks Premier 2008, 2007, 2006, 2005, 2004, or 2003; QuickBooks Pro 2008, 2007, 2006, 2005, 2004, or 2003. (QuickBooks 2003 must be version 12.0 release 7 or higher). QuickBooks Simple Start 2008, 2007, 2006 and QuickBooks Basic 2005, 2004, and 2003 do not support QBXML integration.	R10866	QuickBooks must be run in Multi-User mode (unless using QuickBooks RDS).
QuickBooks® IIF	Any version of QuickBooks that supports the IIF format.	R10866
WORLDOX®	WORLDOX GX, WORLDOX 2002, WORLDOX 2000, WORLDOX Version 8 Note: Some integration features require WORLDOX GX. See the integration notes.	R11047 R10715	Dragging e-mail attachments or PDF files from the DropBox requires WORLDOX GX. Using drill-down in a WORLDOX search window from within PracticeMaster requires WORLDOX GX.

Tabs3 General Ledger Software

Third Party Application	Version Requirement	KB Article	Integration Notes
PenSoft Payroll http://www.PenSoft.com	2009, 2008, 2007, 2006, and 2005	R10253	PenSoft Payroll Lite does not integrate with Tabs3 General Ledger Software.

Tabs3 Palm Software

Third Party Software	Version Requirement	KB Article	Integration Notes
Palm Desktop®	Version 4.0 or later	R10682
Palm OS®	Tabs3 Palm Software is compatible with Palm OS Version 5 and Version 4.	R10682	Palm OS 5 handhelds require Tabs3 Version 14, 12, or Version 11.2 with a release date of June 3, 2004 or later.

PracticeMaster Palm Conduits

Third Party Software	Version Requirement	KB Article	Integration Notes
Palm Desktop®	Version 6.2, 5, and 4.0.1	R10663	Integration requires Version 4.0.1 or later; integration with Version 4.0 will not work.
Palm OS®	PracticeMaster Palm Conduits are compatible with Palm OS Version 5 and Version 4.	R10663

Disclaimer

Specific versions that have been tested with our software are listed in the Version Requirement column. However, when the text "or later" is used, keep in mind that these later versions have not actually been tested. Any known issues regarding a specific version are shown in the Integration Notes column. Although we assume that later versions will integrate the same as the previous version, this may not always be true; therefore we cannot guarantee that integration with a later version will work unless it has officially been tested.

References

KB Article R11052 - Current & Discontinued Versions of Third Party Software Applications
KB Article R11276 - Third Party Integration Requirements (Ver. 15)
KB Article R10920 - Third Party Integration Requirements (Ver. 11)
KB Article R11143 - Integration Overview of Tabs3 and PracticeMaster Software - Version 15 & 14
KB Article R11048 - Integration Overview of Tabs3 and PracticeMaster Software - Version 12 & 11
KB Article R10866 - Overview of QuickBooks® Integration
KB Article R10884 - QuickBooks Remote Data Sharing
KB Article R10905 - Authenticode Digital Certificate (used in QuickBooks & Microsoft Word Integration)
KB Article R10997 - Integrating PracticeMaster with MAPI E-mail Programs
KB Article R10697 - Troubleshooting PracticeMaster E-mail Integration
KB Article R10915 - Synchronizing the Start Date of GroupWise Tasks with PracticeMaster
KB Article R10924 - PracticeMaster and Microsoft Outlook Calendar & Contact Integration FAQ
KB Article R10715 - PracticeMaster Integration with WORLDOX
KB Article R11047 - Screenshots for Integrating PracticeMaster with WORLDOX
KB Article R10253 - Integration Between GLS and PenSoft Payroll
KB Article R10663 - Comparing Methods for Integrating PracticeMaster and Tabs3 with Palm Handhelds
KB Article R10682 - Tabs3 Palm Product Software Information
KB Article R10169 - Tabs3/Amicus Integration
KB Article R10502 - Time Matters® Integration with Tabs3 and PracticeMaster Software
KB Article R11015 - How To Start a New Word Document Template

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