Accounting Setup  

In the Accounting section, click setup from the menu.  At the upper right, there are two bridging options.  This page describes the internal bridging to the Accounting section of Open Dental.  The QuickBooks page describes the bridging that is used if you are using Quickbooks for accounting instead of Open Dental.

The screenshot above shows a typical setup which will automate deposit and payment entries. In the list at the bottom, double click on one of the items, or click Add.

In the example, only one cash box is listed. But many offices will have multiple cash boxes, one for each employee. When entering a Payment, the user will get to specify which cashbox the money should go into. So they would pick their own cashbox.

When a cash deposit is made, then an ordinary accounting transaction will be entered which transfers the money from the cashbox to the checking account.