QuickBooks bookkeeping for chiropractors and osteopaths

Care plans, settlements and clinic costs in QuickBooks

Your practice system holds the appointments, care plans and patient balances, while QuickBooks holds what reached the bank and what the clinic spent. The work is keeping them in step.

• Care plans and session packs paid up front recorded when they're sold, under whatever treatment your accountant sets, with the sessions still owed taken from your practice system's report rather than estimated.
• When a patient stops partway through a plan, the refund for unused sessions entered against that plan after it shows in the bank, checked against the amount your practice system calculated.
• Each settlement from the reception terminal compared with your practice system's takings for the days it covers, since a single deposit can hold payments from many patients and from other payers.
• Pillows, lumbar rolls, heat packs and creams sold at reception recorded as retail income, apart from treatment income, with product costs recorded using the treatment your accountant specifies.
• Supplier invoices for face paper, linen service and treatment consumables sent to QuickBooks as an upload or an email, then paired with an existing bill under For review or turned into a new bill.
• Adjusting tables and other clinic equipment recorded from the supplier's invoice, and the finance repayments on them recorded as your accountant has asked, checked against what the lender reports.
• The clinic's bank and card accounts reconciled monthly, with any difference explained: a settlement still in transit, a payment entered against the wrong date or a bank-side mistake to query with them.

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