Data sent from Blueprint OMS to QuickBooks
- Jessica Colaw
Analytics
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