Accounting built for dental practices

Healthy numbers.
Stronger practice.

We connect the financial story inside your dental software to QuickBooks Online—then turn clean, reconciled data into better decisions for your team, providers, and future.

Californialicensed CPA firm
QuickBookscertified expertise
Sacramento, CAfounded in 2021
Practice pulseJune close
Reconciled
Production$284,620clinical system
Collections$251,480patient + insurance
DXODCSDental PMS
qbQuickBooks
Online
Deposit match100%bank • merchant • PMS
Ready to reviewProvider P&Lby location & department

Dental accounting is different

Your practice management software runs the chairs. QBO runs the business.

Production is not cash. Deposits arrive in batches. Insurance timing obscures performance. Provider pay, lab costs, merchant fees, and multiple locations add another layer.

Fogler CPA builds the bridge between those systems—and owns the reconciliation discipline that makes the numbers useful.

Your software, translated

Five leading dental platforms.
One clear financial system.

01

Dentrix

Established practices

Dentrix can export production, collections, and adjustments through DXPort. For a QBO practice, we design a controlled import or approved connector workflow, then reconcile deposits to the bank—not just to the day sheet.

QBO pathMapped export
02

Open Dental

Flexible & integration-friendly

Open Dental documents a one-way QuickBooks Online connection that sends deposit information and creates accounting transactions. We configure the account and class mapping, then review exceptions and corrections.

QBO pathNative one-way QBO
03

Eaglesoft

Mature, report-rich platform

Eaglesoft’s Day Sheet data can support a QuickBooks-readable export. For QBO, we turn that reporting into a repeatable summary-entry or connector process with a clear audit trail and deposit matching.

QBO pathDay Sheet workflow
04

Curve Dental

Cloud-first practices

Curve’s cloud reporting and business intelligence provide the operating detail. We pair those reports with bank feeds, merchant activity, and mapped QBO entries so production, collections, and cash tell the same story.

QBO pathReporting bridge
05

CareStack

Growth & multi-location groups

CareStack offers APIs, webhooks, and scheduled data extracts, including payment and accounting summaries. That supports a tailored QBO bridge with location, provider, and department-level reporting.

QBO pathAPI / data extract

Integration availability varies by product version, subscription, and approved third-party access. We validate the workflow before implementation and keep patient-level clinical data out of QBO.

From bookkeeping to practice intelligence

Make every report earn its place.

Clean accounting is the foundation. The real value is seeing what needs attention—and having a partner who helps you act on it.

Ask about your practice
01

Collections you can trust

Tie patient and insurance collections to merchant batches, deposits, and QBO—so unexplained differences do not roll forward.

02

Provider-level clarity

See production, collections, payroll, lab costs, and overhead together for more useful compensation and capacity decisions.

03

A faster, cleaner close

Standardized mappings and a documented reconciliation cadence reduce rework and make monthly reporting more dependable.

04

Decisions before year-end

Use rolling forecasts, cash visibility, and tax planning throughout the year—not after the window to act has closed.

A practical implementation

Four steps from data friction
to financial confidence.

  1. 01

    Diagnose

    Review your PMS, QBO, payment processors, bank feeds, chart of accounts, and current close process.

  2. 02

    Design

    Map deposits, income, adjustments, fees, classes, locations, and ownership responsibilities.

  3. 03

    Connect

    Configure the safest native integration, export, API, or middleware workflow available to your stack.

  4. 04

    Improve

    Reconcile, close, report, forecast, and meet regularly to turn clean data into better operating decisions.

Your accounting department

Dental expertise deserves
financial precision.

From beginning to end, Fogler CPA combines bookkeeping, GAAP accounting, corporate and individual tax, management consulting, and fractional Controller/CFO support in one relationship. You stay focused on patients; we keep the business side clear, current, and decision-ready.

QuickBooks Online certification
QuickBooks expertiseCertified setup, troubleshooting, customization, and reporting support.

Ready for a healthier financial system?

Let’s make your practice
more effective.

Book your consultation