In order to
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Please note: Blueprint Solutions is not a reseller of QuickBooks, nor does Blueprint Solutions provide support for QuickBooks. Blueprint Solutions will provide support for our integration with QuickBooks. Intuit support can be found here. |
To ensure integrity between QuickBooks and Blueprint OMS, the following rules should be followed:
QuickBooks must run in multiuser mode. (desktop version only)
All A/R transactions
mustshould be
doneentered in Blueprint OMS. Changes made in QuickBooks
dowill not
postsynchronize back into Blueprint OMS.
Do not make changes to accounts or items in QuickBooks. It will break the setup.
- When doing bank deposits, do them
Bank deposits should be entered consistently in either QuickBooks or Blueprint OMS — Not a mix.
- The QuickBooks link in Blueprint OMS should be running at all times during business hours.
Do not condense data in QuickBooks.
- Submit a support ticket if skipped messages occur.
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(desktop version only)
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Failing to follow these rules |
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may cause skipped messages |
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or inconsistencies between QuickBooks and Blueprint OMS. Any inconsistencies caused by your staff are the sole responsibility of your practice |
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. |