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We were asked to do the bookkeeping for a dental clinic that was using Open Dental for their front end customer/procedure management and QuickBooks Online. The challenge was to capture all the income and customer payments from Open Dental and carry that data over to QBO without manually duplicating it. With some SQL Queries we were able to customize the data that was exported from Open Dental. And thanks to an app called Transaction Pro, we were able to quickly and accurately do these imports. This allowed the business owner to have timely financial reports since we could record the revenues in QBO much quicker…giving us a WHOLE picture.
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