Integrating your Lawcus account with Quickbooks eases your bookkeeping and accounting needs by giving you a uni-directional sync of invoicing, payments, expenses, reports analytics, and various other finance tracking needs i.e. your Lawcus data are automatically routed to Quickbooks, but Quickbooks data would not be automatically sent to Lawcus.
So far you are a paid user on Lawcus on any of the Standard, Plus or Business Lawcus pricing plans, you are eligible to integrate your Quickbooks account - whether new or an existing one.
Note: Sign into your Quickbooks account in another tab but on the same browser as the one where Lawcus is currently open to ease the integration process.
Click here for a video tutorial on Quickbooks Online integration with Lawcus
To integrate Quickbooks with Lawcus:
1. Navigate to user avatar and click Settings
2. Go to Apps and Integrations and click Quickbooks
3. If you are new on Lawcus and don't have accounts set up yet, you’ll need to do that before you can proceed. Click here to check our guide on how to add bank accounts
4. Once you’ve added those bank accounts, click Connect to Quickbooks
5. Authorise the integration by clicking Connect in the next window
6. This is what your screen should look like after a successful integration
Note: If your Quickbooks account is an old one and you have bookkeeping accounts created there, map those accounts with Lawcus
But if you’ve got a new Quickbook account on your hands like this one, you’d have to first go create new accounts on your Quickbooks account
7. Start by toggling the Export Invoices from Lawcus to Quickbooks Online
8. Head over to the Accounting tab on your Quickbooks Online account
9. Go to New to create new accounts
10. Setup a Trust account or any other account and click Save and Close once done
11. Replicate this previous step to add all the bank accounts you have
Note: A Trust Liabilities account is automatically created for you if not found so, you only need to fill in the details
12. Head over to the Sales tab and click Products and Services in the dropdown
13. Click New
14. Choose Service
15. Setup a service for Expenses
16. Do the same for Tax, Flat Fees, Hours, Sales, and Time Entries
17. Head back to Lawcus and click Resync Items, Accounts, and Customers
Note: When you resync the Quickbooks integration on Lawcus, you’d be prompted to authorize re-mapping of items
18. Re-toggle the Export Invoices from Lawcus to Quickbooks Online
19. Map the recently-created services and click Save
For a video tutorial on how to setup Quickbooks Online integration with Lawcus, check here