Integrating your Lawcus account with Quickbooks Online can simplify your bookkeeping and accounting needs by providing a unidirectional sync of invoicing, payments, expenses, report analytics, and various other finance tracking needs. Your Lawcus data will be automatically routed to Quickbooks, but Quickbooks data will not be automatically sent to Lawcus.
If you are a paid user on Lawcus Standard, Plus, or Business pricing plans, you can integrate your Quickbooks account, whether new or existing.
Steps to Integrate Quickbooks with Lawcus
Click on your
User Avataron the top, and selectSettingsfrom the available options.Expand the
Apps and Integrationssection, and click onQuickbooks.If you are new to Lawcus and have not set up accounts, you must do so before proceeding. Click here to check our guide on how to add bank accounts.
After adding bank accounts, click
Connect to Quickbooks.
Sign into your Quickbooks account using your existing credentials.
Authorizethe integration by clickingConnectin the next window.Your screen should look like this after a successful integration.
Note: If your Quickbooks account is old and you have bookkeeping accounts created there, map those accounts with Lawcus. If you have a new Quickbooks account, create new accounts on Quickbooks first.
Toggle
Export Invoices from Lawcus to Quickbooks Online.In your Quickbooks Online account, go to the
Accountingtab. ClickNewto create new accounts.
Set up a Trust account or any other account and click
Save and Closewhen done.Repeat the previous step to add all bank accounts.
Note: A Trust Liabilities account is automatically created for you if not found, so you only need to fill in the details.
In the
Salestab, clickProducts and Serviceson the dropdown.
Click
New, and chooseService.
Setup a service for
Expenses.
Repeat the previous step for
Tax,Flat Fees,Hours,Sales, andTime Entries.
Go back to Lawcus and click
Resync Items, Accounts, and Customers.Note: When you resync the Quickbooks integration on Lawcus, you will be prompted to authorize the re-mapping of items.
Re-toggle
Export Invoices from Lawcus to Quickbooks Online.Map the recently-created services and click
Save.
Additional Tips:
Please sign into your Quickbooks account in a separate tab on the same browser as the one where Lawcus is currently open.
Take note of the mapping of your services to ensure accurate data syncing between Lawcus and Quickbooks Online.
FAQ Section
FAQ1: Do QuickBooks updates automatically reflect in Lawcus?
Answer: Lawcus integrates with QuickBooks through a one-way sync system. This means that changes or updates made in your Lawcus account will automatically reflect in QuickBooks, but not vice versa.