Open Dental has the ability to automatically create accounting transactions for deposits in the QuickBooks accounting software.
In Accounting, click Setup, QuickBooks.
The bridge was designed using QuickBooks 2012 and may not work with other versions. To use the Online version instead, see QuickBooks Online.
Company File: Enter the path to the QuickBooks company file. To Browse for the company file, close QuickBooks in the background first. Once added, run QuickBooks in the background again.
Connect: Only needs done once. Click to connect with Quickbooks. Opens a security window from QuickBooks. From the security window, select Yes, always, then click Continue.
List of accounts to deposit to: Click Add and select the deposit account to add it to the pick list. Accounts entered here will be options when sending a deposit to QuickBooks on the Edit Deposit Slip window. To remove an account, highlight it then click Remove.
List of income accounts: Click Add to select the Income Account options available when the deposit transaction is created. To remove an account, highlight it then click Remove.
Enable QuickBooks Class Refs: This preference is useful for those who want to track deposits by clinic in QuickBooks (Class Refs).
Click OK to save the settings. The next time a deposit is created in Open Dental, a deposit transaction will automatically be created within the QuickBooks company file, using the accounts chosen at the time of creation.
Multiple Open Dental Databases: One QuickBooks company file can have multiple Open Dental databases making deposits into it. Each Open Dental database will need to have the settings manually set up in order to start making deposits into the company file. Be sure to make a detailed memo if users need to know which database the deposit came from.
Running QuickBooks in Background: Open Dental will run much faster if QuickBooks is open in the background. Make sure to use the exact same company file path to launch QuickBooks outside of Open Dental otherwise users will receive an error that says "Error: A QuickBooks company data file is already open and it is different from the one requested or there are multiple company files open". Having QuickBooks running in the background significantly cuts down on authentication and communication time for every command that Open Dental sends.
Edit Application Permissions in QuickBooks: