Our QuickBooks integrations allows you to sync all your paid invoices per client in seconds.
How to Integrate QuickBooks
Click on Settings > Integrations in the left navigation bar:
Click on Connect under the QuickBooks icon and follow the on screen instructions to connect to your QuickBooks account.
Once you are connected, click the Continue button to then be brought to the QuickBooks Mapping screen as depicted.
During this phase, you want to map all of the items in the first dropdown to the second QuickBooks dropdown menu. For instance, if in CaseEasy, your invoices are paid using Cash, then you want to map this same payment method to the equivalent in QuickBooks.
⚠️IMPORTANT
Mapping CaseEasy to QuickBooks is a crucial step to ensure your records are accurately reflected in the correct currencies and ledgers within QuickBooks. Take the time to carefully review and verify the mappings before syncing invoices associated with client cases.
⚠️IMPORTANT
When mapping the Currency, you must select the correct ledger/deposit location that the funds will end up in QuickBooks, for instance, deposits can be sent to your Sales Ledger or a Client Trust Ledger, ensure the currencies match.
You're ready to start syncing to QuickBooks!!
Syncing records to QuickBooks
Navigate to a client's case, then navigate to the Billing tab and then select Invoices, you should see a button labeled "QuickBooks Sync", click it and follow the on screen instructions.
⚠️IMPORTANT
Do not create duplicate contacts in QuickBooks, if the contact already exists in QuickBooks, ensure the contact has the exact email address as you have configured in CaseEasy
Only add Contact to QuickBooks if you are sure the record does not exist, if it does exist, then you need to search for the record using the search button by the email or by their name, and then select from the menu.
Once the contact is added or if they were already in QuickBooks, you can select them from the search results, and it should look as follows:
Select the invoice(s), click the Sync button, and then check QuickBooks to verify that the entries have been added.
Congratulations, you're a rockstar 🚀!