Accounting

Open Dental has a built-in accounting tool that can be used independently by small offices.

In the Manage Module, click Accounting.

The Chart of Accounts is a list of the accounts used to organize finances and divide expenses, revenue, assets, liabilities, and equity. Certain account transactions can be set up to automatically create accounting transactions in the Chart of Accounts. You can also integrate this tool with QuickBooks or QuickBooks Online.

Accounting Transactions

From the Transaction History, view, add, and edit accounting transactions.

Transactions can include information such as amounts, memos, accounts to split to, and more. They can also be exported into an Excel or text file.