Please be sure to choose the Quickbooks Online external billing package before you attempt to export to Quickbooks Online. This setting The QuickBooks Online Interface Setup can be found under the following path: setup > Agency office. In the Home tab, go to settings. Click on Billing Settings. Edit this window and you'll be able to choose Quickbooks Online as your external billing package. You may need to restart Hometrak to see this take effectin the Agency Office Module, under the Interfaces tool in the Home tab.
In order to export Billing to QuickBooks Online you will also need to select QuickBooks Online as an external interface package for billing under the Settings > Billing Settings options in the Agency Office Module.
| Field | Description |
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Quickbooks Company ID | QuickBooks Online - Locating your Company ID |
App Token | (This setup value will be pre-populated) |
| Consumer Key | (This setup value will be pre-populated) |
| Consumer Secret | (This setup value will be pre-populated) |
| Export Customer Address Override | Use the Address Overrides from Client/Payers' Billing Options when creating the address on an exported Customer's profile in QuickBooks. |
| Include on Invoice | Information to include in the "Description" text column on the QuickBooks invoice. | Client name on non-private invoice | Include the client's name in the invoice when the invoice is paid by a third-party. This may be particularly helpful when multiple clients may be on a single invoice for a third party payer. | | Client name on private invoice | Include the client's name in the invoice when the invoice is privately paid (the client is the payer). | | Billing Type | Include special Billing Type (i.e. Holiday, Overtime) in the description where applicable. | | Call Type (Service) Description | Include the Call Type (Service) name in the description. | | Include Schedule Date | Include the start date of the schedule in the description. | | Include Start and End Time | Include the start and end times of the schedule in the description. | | Include Caregiver Name | Include the caregiver's name in the description. |
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| Billing Options |
| Include Class on Invoice | Check if you use class tracking in QuickBooks to export classes on the invoice. Classes specified in the Payer's Billing Options will be populated in the Class column on the QuickBooks Invoice. | | Set 'Invoice needs to be Printed' to Yes | Mark exported invoices in QuickBooks Online as needing to be printed. If you print invoices within Companion, uncheck this option to mark exported invoices as already printed. | | Switch Payer to Client | Export an Invoice for a Third-Party Payer to the Client instead. Usefull for when you have your Clients in Hometrak matched to individual jobs beneath your QuickBooks Customer. | | Export Live-In as One Unit | Export Live-In records as one unit at the full amount. If this option is not checked, the exported invoice will show the actual hours. | | Update Customer Data during Export | If this option is checked, when invoices are exported to QuickBooks Online any changes to client/payer demographic information (i.e. name, address, contact information) will be updated on the Quickbooks customer profile. |
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| QuickBook Class | Maintain a list of your classes in QuickBooks for linking with QuickBooks class tracking here. Any classes you wish to use on Clients/Payers in Companion must be listed here. To add classes to the list, - Click on the "Add" button on the toolbar for this list box.
- Select the QuickBooks Class from the drop down in the screen that comes up. (You may need to click on the "Connect to QuickBooks" button to load the list first.)
- Click save to add the class to the list.
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| Call Type (Service) Nexus | Link Call Types (Services) in Companion to Service Items in QuickBooks (required for export). To add the service items to the list: - Click on the "Add" button on the toolbar for this list box.
- Select the Call Type (Service) and the matching QuickBooks service item in the drop down boxes on the screen that comes up. (You may need to click on the "Connect to QuickBooks" button to load the list first.)
- Click save to add the call type service item to the list.
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| Extra Charge Type Nexus | Link Extra Charge types in Companion to Service Items in QuickBooks (required for export). To add service items: - Select the extra charge type from the list and click on the "Edit" button,
- Select the QuickBooks Class from the drop down in the screen that comes up. (You may need to click on the "Connect to QuickBooks" button to load the list first.)
- Click save to finish adding the service item.
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