Data
You are looking at the demo practice. Upload a file to replace it everywhere.
Upload your profit and loss
Export your P&L from QuickBooks with columns by month, then drop the file here. Nothing leaves your browser. The file is read on this device.
Accepts .xlsx, .xls and .csv
Two ways to read your numbers
Your accountant's P&L and this app can show different net income for the same year. We show you both and name the difference, so you always know which one you are looking at.
Net income, accountant view
$192,000
Revenue less every cost on the report, owner pay and non cash items included. This is the figure on the P&L your accountant sends you.
Net income, adjusted for add-backs
$469,200
The same year with $277,200 of add-backs set aside, so you can compare your operating costs against other practices.
The difference is $277,200, and it is all add-backs.
- Owner Doctor Salary$240,000
- Depreciation & Amortization$19,200
- Interest Expense$10,800
- Travel, Meals & Entertainment$3,600
- Continuing Education$3,600
Import history
Every file, with the reason in full when one does not work.
- Imported
dental-practice-pl-2025-quickbooks.xlsx
Import 001 - Sep 16 2026 - 588 records - January to December 2025
- Did not import
dental-practice-pl-demo-2025-tidy_1.csv
Import 002 - Sep 16 2026 - 0 records - January to December 2025
This file doesn't have monthly columns. We need at least one column per month (for example "Jan 2025") to import. Re-export from QuickBooks with Reports, then Profit and Loss, then Customize, then Display columns by: Month, and upload the new file.
QuickBooks sync
Planned, not connectedA direct QuickBooks sync is planned so your numbers refresh each month without an export. It is not built yet, so there is no button here pretending to connect. Until then, upload the monthly export above and everything updates.