Get Avimark (veterinary Practice Management Software) And Qbo

This guide provides a comprehensive overview of the steps required to fill out the AviMark and QBO online. By following these instructions, users will be able to efficiently export financial information to QuickBooks, ensuring accurate financial management for their veterinary practice.

Follow the steps to complete your AviMark and QBO online process.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Set up QuickBooks to receive information from AviMark. This includes creating Income Type accounts for each treatment and inventory category. Ensure that the names in QuickBooks match exactly with those in AviMark, or assign account numbers if necessary.
3. Configure AviMark to export the financial data. This step involves assigning account numbers to treatment and inventory categories and ensuring the QuickBooks Accounts System Table names are accurate.
4. Navigate to the Utilities menu in AviMark, select QuickBooks, and specify the date for transactions to be exported. Enter the date to determine which transactions will be sent to QuickBooks.
5. For the initial export, enter a date one day prior to your intended start date. This is crucial as it helps prevent exporting unwanted historical data all at once.
6. Click Send in the QuickBooks Interface window to complete the export process and create the necessary .iif file.
7. If needed, view the exported file using Microsoft Notepad to check its contents before importing it into QuickBooks.
8. Once verified, back up both your AVImark and QuickBooks data prior to the import to ensure you have a recovery point if needed.
9. After completing all adjustments and checks, you can save changes, download, print, or share the form as required.

Complete your document online to streamline your veterinary financial management process.