Quickbooks

Overview These are basic instructions and best practices on how to use your TDO QuickBooks integration application. Please also see this article. Detailed Instructions Daily Sync: 1. Open QB 2. Log In 3. Run a QB Backup 4. Make sure all windows... Read More

Overview This article is for the TDO QuickBooks sync. If a payment is recorded for the wrong provider, location, or patient, you will need to deduct from the provider who was paid in error. The proper provider will need to get credit for the payment.... Read More

Overview Occasionally, insurance will withhold part of a payment for one patient on a payment for service on another patient instead of requesting you send an overpayment back to them. If this happens, you will do the following:  Table of Contents... Read More

Table of Contents Configuring a new computer for TDOxQB Sync Performance Troubleshooting   Configuring a new computer for TDOxQB Sync Occasionally, the computer where the TDOxQB sync is run from needs to be replaced, or an office wants to add an... Read More

Overview Any time money is moving out of your checking account, you MUST click the issue check in QB box, even if you are not actually printing a check. These debits will fall under one of 4 basic categories. Details 1. Patient is due a refund. ... Read More

Stale Dated (Expired) Checks Sometimes a refund check will not be cashed, and it will expire. This is referred to as a stale-dated check. Typically, banks do not honor checks past 180 days (please check with your bank specifically for their policy).... Read More

Support for QuickBooks Desktop 2020 (ended) & 2021 (EOL 5/31/24) At this time, QuickBooks has discontinued support for 2020 versions of QuickBooks Desktop Pro, Premiere and Enterprise. They will be discontinuing support for 2021 versions on May... Read More

Overview At this time, QuickBooks has discontinued support for 2020 versions of QuickBooks Desktop Pro, Premiere and Enterprise. It is important when you upgrade your QuickBooks that you purchase the Desktop 2023 version and not the online version.... Read More

Overview TDO and QuickBooks setup and prerequisites. Table of Contents Prerequisites Basic overview of TDO and QuickBooks integration Remarks Australia Setup Prerequisites In order to use the TDO QuickBooks integration on your workstation, you... Read More

Recording Care Credit Deposits 1. In TDO, record Care Credit payment for full amount processed (e.g. $1000). 2. Run sync as you normally would 3. Go to Synchrony website or statement to determine amount withheld from deposit for Care Credit service... Read More