The Academy of QuickBooks® Ortho is an online training course for anyone in the practice that is responsible for accounting and bookkeeping. The course provides an introduction along with structured lessons to get your financial procedures in order. This program provides an understanding of how to utilize the most popular accounting software in your practice.

If you are currently using or plan to use QuickBooks® in your practice, this step-by-step program will help guide you into proper setup and management of your accounting processes as recommended by a QuickBooks® Pro Advisor and experienced Practice Administrator. The course provides great information on not just how to use QuickBooks®, but how to best use it in an orthodontic practice.



Program Objectives Course Outline Reviews


Program Objectives

    1. Demonstrate an understanding of how to best utilize QuickBooks software in an orthodontic practice.
    2. Know how to correctly and efficiently set-up a new account in QuickBooks.
    3. Become familiar with the reporting features in the software that may be beneficial to your orthodontic practice.
    4. Demonstrate a basic understanding of accounting principles including accounts receivable, cash flow, debits, credits, and liabilities.
    5. Understand how to maintain your QuickBooks file including backups, general maintenance, and sharing the file(s).


Course Outline
The topics listed below are covered in the Academy of QuickBooks® Ortho program.

1. QuickBooks® 101
– Why QuickBooks®?
– Setting up QuickBooks®
– Basic navigation

2. Accounting 101
– Assets, liabilities, and equity
– Debits and credits
– Cash vs. accrual
– Cash flow

3. Collections
– Posting production
– Adjustments
– Returned checks

4. Receivables Management
– Families, patients and contracts
– Statements
– Bad debts
– Deposits

5. Bank Accounts
– Checking
– Credit cards
– Reconciliation
– Adjustments
6. Expense Tracking
– Check writing
– Paying bills
– Sales and use tax

7. Inventory Controls
– Item lists
– Vendor lists
– Count sheets
– Reports

8. Payroll
– Accounts and employees
– Benefits
– Compensation
– Time sheets and processing

9. Reporting
– Creating
– Customizing
– Graphs
– Budgets

10. General Maintenance
– Sharing files
– Back-ups
– General journal
– Customization


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Peggy, Financial Secretary
“It was a great course. I use QuickBooks in another business also, but the information was absolutely priceless. So concise and easy to understand… I really enjoyed the course!”


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