TDO Support - Search

What to do if TDO Payments/Worldpay/Rectangle Payment is posted to Wrong Doctor, Patient, or Location

Mon, Apr 27, 2020 vantiv, inter doctor, payment to wrong doctor, vantiv refund, vantiv, mercury, tdo payment services, move payment, qb sync, worldpay, quick books, quickbooks, ledger, card, credit card, mercury, inter, transfer, wrong, interdoctor, inter-doctor 4066

Overview When a transaction is posted to the wrong patient, doctor, or location follow these steps Detailed Instructions Note: If you are NOT using an integrated service, Worldpay/Vantiv/Mercury, or Rectangle simply void the transaction, backdate... Read More

TDOxQB sync - configuring a new computer

Tue, Dec 26, 2023 Quickbooks, QB, TDOQB, TDOxQB, sync, configure, setup, set up, computer, workstation, new, troubleshoot 4140

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... Read More

TDOxQB sync - Ledger page - Provider Payment Transfers with QB

Tue, Dec 26, 2023 Ledger, Fees, page, transfer, provider, credit adjustment, debit adjustment, QB, Quickbooks, sync, cross posting, Ledger Adjustment Tool, TDOQB, payment, wrong, incorrect 3643

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

QuickBooks Checks - Expired and Reprints

Fri, Apr 24, 2020 reprint, refund, stale, staledated, stalemated, expired, expiration, 180, qb, quickbooks, sync 5933

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

Issue Check in QuickBooks

Fri, Apr 24, 2020 check, issue check, refund, qb, sync, qbsync, debit, adjustment 5829

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

TDOxQB sync - QuickBooks no longer supports QB desktop 2020 & 2021 (EOL 5/31/24)

Tue, Dec 26, 2023 TDOQB, TDOxQB, Quickbooks, QB, 2020, 2021, support 6101

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

Ledger page - Insurance withholdings (with & without TDOxQB sync)

Tue, Dec 26, 2023 Ledger, page, Insurance, TDOQB, TDOquickbooks, QB, Quickbooks, withholdings, Receive Insurance Payment, Debit Adjustment, Debit adj 3950

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... Read More

TDOxQB sync - Updating & Performance Troubleshooting QB

Fri, May 26, 2017 quickbooks, accounting, financial, quickbooks 2017, qb 2017, qb 26006

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

Running the TDO > QuickBooks Sync

Wed, Sep 3, 2014 TDO, QuickBooks, TDOQB, application, financial, reports, best practices, integration 7147

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

TDO x QuickBooks/ Rekon Integration Overview

Wed, Sep 3, 2014 TDO, Quickbooks, TDOQB, Mercury, production, payments, sales, fees, checks, deposit, undeposited, account 12608

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... Read More

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