How many accounts are included?
About 120 accounts covering clinical supplies, lab fees, equipment, associate compensation, and the operating accounts a practice uses.
QuickBooks Chart of Accounts · For medical & dental practices
Medical & Dental Practice Chart of Accounts for QuickBooks Online
A 120-account practice structure, ready to import into QuickBooks Online.
$59 · one-time
QuickBooks Online import CSV + setup guide (PDF)
Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
What it is
A medical or dental practice has a chart of accounts problem that generic templates make worse: clinical supplies, lab fees, associate compensation, equipment, and the payer mix all need their own home. This 120-account chart of accounts was designed by a licensed CPA firm (New Jersey + New York), around how medical and dental practice books report.
It imports directly into QuickBooks Online in about ten minutes — no retyping, no starting from a generic small-business template. The result is a set of books built for the way a practice spends and earns, so the numbers hand off cleanly for tax planning and the practice's own financial reviews.
What's included
- 120-account QBO-ready import CSV for a medical/dental practice
- Clinical supply, lab, and equipment accounts
- Associate and staff compensation grouping
- Step-by-step import setup guide (PDF)
Who it's for
- Solo and group medical, dental, and specialty practices on QuickBooks Online
- Practice managers setting up or cleaning up the books
- Healthcare bookkeepers wanting a practice-ready start
How you get it
After checkout you receive an instant digital download — quickbooks online import csv + setup guide (pdf). There is no physical item and nothing ships. You can start using the file the same day.
Setting it up
Getting this chart of accounts into QuickBooks Online takes about ten minutes and does not require any accounting background. The file is a CSV formatted for QuickBooks Online's built-in chart-of-accounts import, so there is no manual retyping of a hundred-plus accounts. The included setup guide (PDF) walks through every step with screenshots.
- Open a fresh QuickBooks Online company file (recommended) or an existing file you want to restructure.
- Use QuickBooks Online's built-in import tool to upload the CSV. The accounts, types, and detail types come in together.
- Follow the guide to confirm the handful of detail-type labels that vary between QBO versions — the guide flags each one and shows the one-click fix.
- Adjust or add accounts so the structure matches how your business actually operates.
Simple Start, Essentials, and Plus each cap the total number of accounts, and this template is sized to fit comfortably in a new file. It is built for QuickBooks Online, not QuickBooks Desktop.
Why buy a template built by a CPA firm
Most bookkeeping templates sold online are built by spreadsheet marketers to look good in a listing. This one was built by the licensed CPAs at ProAxis Tax & Accounting Services (New Jersey and New York) around how the return actually reads. That difference does not show up in a screenshot, but it shows up the first time you reconcile: the accounts are grouped the way your situation reports, the categories line up with the tax form, and the structure holds when the numbers get real.
Every product is reviewed by a licensed CPA before it is published, and any figure it references is cited to a primary IRS or state source and dated inside the file. The goal is an honest, professional starting point — not an optimistic one. If you later decide you would rather hand the work to a CPA than do it yourself, ProAxis does bookkeeping setup, cleanup, and ongoing accounting for businesses across NJ, NY, and PA. The template makes that conversation shorter; it does not depend on it.
Related resources
More QuickBooks chart of accounts templates
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Frequently asked questions
Does it work for a specialty practice?
Yes. The structure suits solo and group medical, dental, and specialty practices on QuickBooks Online; adjust accounts to your specialty.
Is any patient or clinical data involved?
No. This is a financial chart of accounts only. It contains no patient information and is not clinical software.
Important — please read before buying
Educational template — not advice. This is a do-it-yourself template. It is general educational material, not tax, accounting, or legal advice, and is not written tax advice under Treasury Circular 230. Your purchase does not create a CPA-client, engagement, or advisory relationship. Figures reflect the law as of the date shown for the tax year noted and are not updated after purchase — verify at the primary source before acting. Consult a professional you separately engage about your specific situation. Results vary; no specific tax, refund, deduction, or compliance outcome is promised.
Refunds: Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Purchases are governed by the Digital Product License & Terms of Sale. Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
Want a CPA to set up your books, not just a template?
ProAxis Tax & Accounting Services does bookkeeping setup, cleanup, and ongoing accounting for NJ, NY, and PA businesses. Book a free consultation to talk through your situation.