Data sent from Blueprint OMS to QuickBooks

Creating/Editing/Inactivating Customers

• Patients created in Blueprint OMS become customers in QB
• Updates to the patient address/phone in Blueprint OMS are reflected in the QB customer file
• Patients made inactive/deceased in Blueprint OMS become inactive in QB
• Insurers created in Blueprint OMS become customers in QB
• Updates to the insurer address/phone in Blueprint OMS are reflected in the QB customer file

Creating/Editing/Inactivating Items

• Products or services (e.g. batteries, accessories, orderable items, services) created in the Blueprint OMS Setup menu are also created in the QB item list
• Updates to the items (pricing, income/expense accounts, inactivating) are reflected in the QB item list
• Hearing aids and Options are mapped to items called "Hearing aid" and "Option" in the QB item list, to avoid having thousands of items listed

Creating/Editing/Voiding Invoices

• An invoice created in Blueprint OMS generates a matching invoice in QB
• If an amount on the invoice has been allocated to a 3rd party, a matching 3rd party invoice generates in QB
• Invoices are assigned a "Class" in QB, based on the location of the sale in Blueprint OMS If an invoice is edited in Blueprint OMS, the old invoice is voided in QB and the new invoice generates
• Invoices voided in Blueprint are also voided in QB

Customer payments

• Customer payments and payment applications in Blueprint OMS are sent to QB
• Payments can be automatically deposited into a specific G/L account based on the clinic location and payment method

Editing/Deleting/Unapplying customer payments

• Payments which are edited, deleted, or unapplied in Blueprint will be edited, deleted, or unapplied in QB

Customer deposits (prepayments)

• Deposits which are edited, deleted, or unapplied in Blueprint will be edited, deleted, or unapplied in QB
• Deposits/prepayments entered in Blueprint OMS post to the customer file in QB and sit on the account as a credit until applied against an invoice in Blueprint OMS
• Deposits applied against orders in Blueprint OMS will be automatically applied against the invoice in QB, once the final invoice is created in Blueprint OMS

Creating/Deleting Patient credit memos

• Items returned in Blueprint OMS send credit memos (for the patient as well as any 3rd parties involved) to QB
• Deleting a return in Blueprint OMS, deletes the return in QB
• Credit memos are assigned the correct "Class" in QB based on the location of the return in Blueprint OMS

Vendor bills

• Manufacturer invoices entered in Blueprint OMS are sent to the QB vendor center (each manufacturer has an account created in the QB vendor center)

Vendor credit memos

• Returned hearing aids in Blueprint OMS send credits to the vendor center in QB
• Deleting a return of hearing aids in Blueprint OMS voids the credits in the vendor center in QB

 Bank deposits

• Undeposited payments can be deposited to a specific bank account in Blueprint OMS, and the deposit will be sent to QB
• Optionally, a portion of the deposit can be held in Blueprint OMS for transfer to a "Petty cash" account in QB
• Blueprint OMS can automatically deposit specific payment types (i.e. Visa, MasterCard, E-check, etc.) to the bank account in QB at the request of the customer

Deleting patient refunds

• Patient and 3rd party refunds deleted from Blueprint OMS are deleted from QB