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 Dentrix Help.
By Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at firstname.lastname@example.org.