Exporting totals with DXPort

You can export accounting information from Dentrix to use in your accounting software, such as QuickBooks or Microsoft Excel.

To export totals with DXPort

1.   From the Analysis menu in the Office Manager, click DXPort Setup.

The DXPort Setup dialog box appears.

2.   From the Export To list, select the accounting software format that you want to export the totals to, such as QuickBooks, Excel, or Text.

3.   Do the following:

·        Select Provider – Click the From and To search buttons, respectively and select a provider for the beginning and ending of the range, or leave all selected to include all providers.

·        Select Entry Date – Type a date range. Dentrix exports all totals having an entry date within the range.

·        Save as default – Select to save the settings you selected for the next time you open DXPort.

4.   Click OK.

The Export dialog box appears.

Note: If you have previously exported the dates and providers in the ranges you specified from Dentrix, a message appears asking you to select different dates and/or providers. To ignore the message and continue, click Continue Export.

5.   Select the folder that you want to save the file to and click Save.

Dentrix creates and saves the export file.

6.   Click OK.

You can now use your accounting software to open the exported file.