The Payment Import is very useful in the case that you accept Credit Card payments via QuickBooks, but normally process other types of payments through WorkSpace.

To Access the Payment Import, in the menu bar of Practice Management, click Setup> QuickBooks> Time & Billing> Import Payments

The Import Payments form contains only a Date Range Filter and a Hide Synchronized filter. The Hide Synchronized filter (on by default) will hide all payments that already exist within WorkSpace. The Date Range filter will filter the list to show only Payments that were made on or between the dates specified.

Once you have filtered the list to the items you want to import, you can begin the export process by clicking the ‘Export Selected’ button. As the items are exported, the data grid will update. If any items run into an error while exporting, the row corresponding to that item will become highlighted in a red/pink background. Clicking on the red/pink rows will display a message underneath the data grid that explains why the export failed for that specific item.

PLEASE NOTE: If you import a payment that has been applied to an invoice inside of QuickBooks, the sync will look inside of WorkSpace to see if the applied invoice also exists in the system. If the Invoice does exist in WorkSpace, it will attempt to auto-apply the payment to that particular invoice. So for best results, create all invoices inside of WorkSpace… that way when you import a payment that is already applied to an invoice in QuickBooks, the invoice will also already exist inside of WorkSpace and the sync can automatically apply it to the correct invoice.