Open Dental + QuickBooks Integration

Running Open Dental for patient management but managing finances on QuickBooks? QBIS Sync Bridges Open Dental and QuickBooks to ensure your clinic’s financial data, payments, and inventory stay fully aligned in real time.

• Sync patient payments, invoices, and insurance claims
• Supports QuickBooks Online & all Desktop versions
• Avoid duplicate data entry and reconciliation errors
• Customizable workflows for dental clinic needs

QBIS Sync keeps every financial detail from Open Dental accurately reflected in QuickBooks. Monitor daily revenues, patient payments, insurance transactions, and more — all from one platform.

• Daily Financial Summary: Total revenue, collections by cash, card, cheque, and deposits
• Patient Payments Tracking: Cash, credit/debit cards, UPI/online transfers, cheque details
• Insurance Transactions: Claims submitted, payments received, write-offs, and pending amounts
• Treatment-wise Income: Revenue by procedures (fillings, root canals, braces), lab charges, high-value treatments
• Refunds & Adjustments: Patient refunds, discounts, fee adjustments
• Accounts Receivable: Outstanding patient balances, aging reports
• Expense Tracking: Staff salaries, lab payments, dental material purchases, overhead costs
• Tax & Compliance: Income categorization, year-end summaries
• Provider Performance: Dentist-wise revenue, procedure counts, commissions

With QBIS Sync, every transaction from patient payments to insurance settlements updates your QuickBooks books instantly, reducing errors and saving hours of manual reconciliation.

• Real-time or scheduled syncing options
• Immediate reflection of payments and adjustments
• Accurate treatment income and expense tracking
• Simplify tax filing and compliance with detailed financial data