Search results for quickbooks

27 articles found

• Manage Inventory in QuickBooks

  Manage and Track Inventory in QuickBooks Online QuickBooks Online has everything you need to manage your inventory. Track what's on hand, get alerts when it’s time to restock, and see insights on

• Accounting Admin / Send Invoices to QuickBooks

  Accounting Admin & How to Send Invoices to QuickBooks From within ThoroVet you will be able to access some basic Accounting information relating to your practice. With your integration with

• Set-Up / Link Your QuickBooks Account

  Set-Up and Link Your QuickBooks Online Account ThoroVet seamlessly integrates with QuickBooks online. This integration passes data between the two systems allowing you to create invoices and take

• About QuickBooks Online and ThoroVet Sync

  Questions about Our QuickBooks Online and ThoroVet's Sync? Utilize the power of ThoroVet from handling your medical records, billing, and more, while syncing with QuickBooks Online. Your veterinary

• Editing Statement Layout in QuickBooks

  How to Create and Edit Customer Statement Layout in QuickBooks You have a few options within QuickBooks if you'd like to customize your statements. Go to your preferences inside of QuickBooks to see

• Partial Payments Through QuickBooks

  How to Record Partial Payments Through QuickBooks Online and Sync into ThoroVet You can record partial payments inside your QuickBooks Online account, which will pull into ThoroVet. Once you have

• Creating Statements in QuickBooks

  Running Statements in ThoroVet/QuickBooks To learn how to show aging and customize your statement layout, { Read Here }. Step (1) Login to QuickBooks Online and start from the Dashboard. Step (2)

• Adjusting Income Account Categories in QuickBooks for Product/Service Reports

  How to Adjust the QuickBooks Online Income Account Associated with Thorovet Products and Services. Step 1 Login to your QB’s online account. *Note, you must have already connected and synced your

• Sales Tax Set-Up and Management

  How to Set-Up / Manage Your Sales Tax Settings You are able to manage your sales tax from the Web Admin under Manage Account, as well as inside QuickBooks Online. There are various tutorials for

• Set-Up / Import Your Customers

  Set-Up and Import Your Customers Using the Manage customer section of ThoroVet you can bulk import your customer list or add new customers to use within ThoroVet. When you’re getting started the most

• Manage Customers

  Managing Your Customers Using the Manage customer section of ThoroVet you can bulk import your customer list or add new customers to use within ThoroVet. When you’re getting started the most

• Aging on Statements

  How to Show Aging on Customer Statements from QuickBooks You have a few options within QuickBooks if you'd like to customize your statements. Go to your preferences inside of QuickBooks to see those

• Partial Payments Through ThoroVet

  How to Record Partial Payments Through ThoroVet from the Web Admin You can record partial payments inside your ThoroVet account from the Web Admin, which will push over to QuickBooks when you Sync.

• Manage Services/Prices (Plan Items) and Controlled Substances/Vaccines

  Setting Up Your Plan Items: Billing Codes / Products / Services / Pricing from the Web Admin Including: Controlled Substances, Vaccines, and other PLAN items for reporting, tracking, and reminders.

• Set-Up Stripe for Credit Card Payments

  Stripe Integration (Process and Store Credit Card Payments) The ThoroVet and Stripe integration allows you to take payments in the field and have those payments automatically post back into

• Getting Started Checklist

  Getting Started Checklist: To get started with ThoroVet you will need to first set up the system. Below is a Quick Start checklist to help guide you along the process. You will need both a computer

• How to Do an Evaluation (App)

  To Start an Evaluation (Mobile App) - Getting Started Overview Menu > click Start Evaluation (starting point is the Subjective area). Choose your Patient name, owner(s), and location. Click Start

• Reports for Tracking Controlled Substances, Production, etc.

  Reports Within ThoroVet: Controlled Substance, Production, Vaccination, Revenue, etc. Within ThoroVet you can run multiple reports relating to patient activities. If linked to QuickBooks online,

• What do I need to use ThoroVet? Do I need Wifi?

  What do I need to use ThoroVet? Do I need Wifi/Hot Spot/Cellular Plan? What about data storage? ThoroVet was designed to be easy to use, affordable to use, and not require expensive start-up costs or

• Batch Invoicing

  How To Do Batch Invoicing from the Web Admin Batch evaluations can be done from the Web Admin, and also be done from the Start Evaluation tab, including Shared Locations (or trainers). The shared

• Adding to Batch Evaluation Invoice for One Owner

  How to Add to Existing Batch Evaluation/Invoice Without Creating a Separate Invoice Quick Guide "Cheat Sheet" Problem: A batch evaluation had already been created & invoiced for just one owner with

• Batch Invoices: How to Download Multiple Invoices to Print and Mail

  How to Download a Single PDF of Multiple Invoices: The invoices section has been modified so that you can quickly filter and download multiple invoices for batch invoicing. You can select date ranges

• Marking Invoice as Paid or UnPaid

  Marking an Invoice as Paid / UnPaid: When marking an invoice as Paid, you will be prompted to choose a Payment Date. Once an invoice has been marked paid, with a date, that invoice can be viewed and

• What is ThoroVet?

  What is ThoroVet? ThoroVet is a cloud-based, comprehensive medical record and billing system with the power of a Quickbooks® Online sync, designed to move as you move - even on that remote farm call,

• What does ThoroVet do?

  In summary, ThoroVet is a cloud-based, comprehensive medical record and billing system with the power of a Quickbooks® Online sync, designed to move as you move - even on that remote farm call, right

• Edit an Invoice or Evaluation That Has Been Finalized or Sent

  How to Edit an Invoice/Evaluation That Has Been Finalized or Sent You can now edit (un-finalized) an invoice that has already been finalized while managing invoices from the Web Admin. This is

• Change the Date or Info on an Evaluation / Invoice

  How to Change the Date or Info on an Exam (Evaluation) / Invoice Once an evaluation has been "Finalized" (generated & finalized an invoice), the date and information on that evaluation and attached