QuickBooks bookkeeping for dental practices

How we keep a dental practice's QuickBooks current

Next to a medical practice, a dental practice usually takes fewer but larger payments, more of them spread over time, with more outside costs tied to particular treatment. The work in QuickBooks follows that pattern.

• Instalments for larger treatment recorded as each reaches the bank and checked against the patient balances the practice system holds, with amounts received ahead of the work handled using the treatment your accountant specifies
• Patient finance payouts traced to the treatment they pay for, with the provider's charge booked only where the finance provider's statement shows it, and any unexplained shortfall raised with you so the provider can be asked about it
• Card settlements and other deposits checked against what the practice system shows, allowing for a deposit that bundles several payments, whether from patients or from other payers
• Dental lab bills sent into QuickBooks by email or upload as they arrive, each reviewed against the transactions already there before it becomes a new bill
• Products sold to patients, such as electric toothbrushes and whitening kits, recorded separately from treatment income, with stock levels counted if inventory comes with your QuickBooks plan
• Refunds for treatment that is cancelled or changed traced from the practice system to the payment leaving the bank
• Reconciliations of each bank and card statement in QuickBooks that explain every difference, whether a payment not yet through, an entry the books got wrong or an error on the bank's side

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