Dentrix makes it easy to export basic accounting information for you to use in QuickBooks.
You already know that Dentrix can manage your patient information, chart your patient’s clinical data, and provide you with a myriad reporting options. But did you know that Dentrix can go a step further and download basic accounting information (debits and credits for specified providers) directly into your QuickBooks software using the DXPort feature? Dentrix DXPort is compatible with QuickBooks 2012 or higher, so if you’re using a recent version of QuickBooks, all you need to do is follow these simple steps.
In the Office Manager, from the Maintenance menu, point to Practice Setup, and then click Preferences. Click the Paths tab to check the DXPort path. This is the folder Dentrix uses to export the information, so make a note of it and then click OK.
To set up the export to QuickBooks, from the Analysis menu, click DXPort Setup to display the DXPort Setup dialog box. Make sure Export To is set to QuickBooks. Under Select Provider, select the range of providers to include or leave these fields set to .
Under Select Entry Date, specify the entry date range you want to include, and then click Export Setup. On the right side of the Export Setup dialog box, make sure the totals you want to export are selected: Production Total, Collections Total, and/or Other Collections Total. Then under Adjustment Type Allocation and Payment Type Allocation, select the types of allocations you want included in these totals. When finished, click OK, and then click Save.
After you have successfully exported your Dentrix data, you can import and open it up in QuickBooks. Open QuickBooks for the “Company” that the office uses. From the File menu, point to Utilities, and then click Import. Browse to the DentrixAR.IIF file that was exported (in the folder location you jotted down earlier) and double-click it. Click chart of accounts to view the figures you just imported.
Using the DXPort feature in your Dentrix software can save you time and help you import more accurate figures for your accountant.
To learn more about exporting Dentrix data, see the “DXPort overview” topic in the Dentrix Help.
For more tips designed for Dentrix Office Managers, subscribe to the Dentrix Office Manager blog at thedentrixofficemanager.blogspot.com.
By Dayna Johnson, Certified Dentrix Trainer
Dayna Johnson, founder and principal consultant of Rae Dental Management, helps dental offices improve patient care, increase collections, and reduce staff headaches by implementing efficient management systems. With 20 years of experience in the business and technical side of dental offices, Dayna’s passion for efficient systems is grounded in both personal understanding and professional expertise. Dayna can be reached at firstname.lastname@example.org or visit her website at www.raedentalmanagement.com.
Originally published in Dentrix Magazine, Summer 2015