clw
New Member
Posts: 16 
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Post by clw on Dec 21, 2015 16:34:19 GMT -6
Any hints on how to make refunds easier with Crystal when working with Quickbooks? Currently have to hand write my checks because I do not want to have all my patient names as vendors in QB. Takes me a lot longer than it used to in my old system because I have to do Crystal & then QB. Don't think there is a way without making each patient a vendor & I don't want to clutter QB up any more than it is.
Thx for any thoughts. clw
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Post by KizerOpt on Dec 21, 2015 16:41:23 GMT -6
Any hints on how to make refunds easier with Crystal when working with Quickbooks? Currently have to hand write my checks because I do not want to have all my patient names as vendors in QB. Takes me a lot longer than it used to in my old system because I have to do Crystal & then QB. Don't think there is a way without making each patient a vendor & I don't want to clutter QB up any more than it is. Thx for any thoughts. clw Just asked our bookkeeper, she adds them as a customer and our accountant told her to use the frame expense category for it.
Karen
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Post by mdeyedoc on Dec 21, 2015 20:24:30 GMT -6
Any hints on how to make refunds easier with Crystal when working with Quickbooks? Currently have to hand write my checks because I do not want to have all my patient names as vendors in QB. Takes me a lot longer than it used to in my old system because I have to do Crystal & then QB. Don't think there is a way without making each patient a vendor & I don't want to clutter QB up any more than it is. Thx for any thoughts. clw I don't have many refunds but when I do, I "quick add" them in QB as an "other". Marcia |
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Post by seattleod on Jan 4, 2016 14:57:38 GMT -6
I am a bit late on this, but definitely have the refund recipient set up as a customer. Other will work too, but using customer is better. If you don't want that level of granularity, you can use a general name like "Customer Refunds" and keep the detail to the memo fields. In your case, it sounds like you want QB to spit out a check rather than hand write them for all the patients that get refunds. Thus, quick-adding them as customers is best.
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