/
Data sent from Blueprint OMS to QuickBooks

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

Related content

Blueprint OMS and QuickBooks Inventory Posting Options
Blueprint OMS and QuickBooks Inventory Posting Options
More like this
Basic Rules for Quickbooks/Blueprint OMS Integration
Basic Rules for Quickbooks/Blueprint OMS Integration
More like this
QuickBooks Online
QuickBooks Online
More like this
Online appointment booking
Online appointment booking
Read with this
Editing transactions
Editing transactions
More like this
Manual marketing campaigns
Manual marketing campaigns
Read with this