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lknighton
February 14, 2023
Question

Exporting patient refunds from QB Enterprise Desktop to automated payables platform.

  • February 14, 2023
  • 1 reply
  • 0 views

We are considering moving to an automated payables solution with our bank; similar in functionality to Bill.com.  The majority of the checks I print each week are patient refunds.  I do not enter them as vendors with a bill, I use the "write check" function and list them under "Other Names List".  The automated payables platform with our bank will not work when it syncs. It has to entered as a vendor and a bill payment.  Is there anyone out there from a healthcare practice that has experience with this?  The bank mentioned they had another healthcare client that bulk imports the payments, but I think it would still require the "Other Names" to be set up as vendors.  Any suggestions or a work-around?

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
February 15, 2023

Explore to use the exporter tool to export the Check data as a workaround.

https://get.transactionpro.com/qbd

 

R
RoseJillB
February 15, 2023

Thank you for posting to the Community, @lknighton.

 

Let me help you with your concern about exporting vendor transactions from QuickBooks Desktop (QBDT) and importing this to another platform.

 

In QuickBooks Desktop, you can use the Other Name report to see all transactions you've made for a vendor. Let me show you how.

 

  1. Go to the Lists menu, then the Other Name List.
  2. Find and select the vendor from the list.
  3. Click Report, then QuickReports:[Other name]. I've added a sample screenshot below as your visual guide.

 

Since we cannot provide a specific app you can utilize when importing the transaction in bulk, you’ll want to check with our QuickBooks Desktop App store. 

 

In terms of importing your transaction from QBDT to your preferred third-party application, you can contact their support team. They’ll be able to assist you with the process.

 

Feel free to ping me here if you acquire further assistance with exporting transactions. The Community always has your back. Have a good one! 

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