Lawcus

 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 <code>User Avatar</code> on the top, and select <code>Settings</code> from the available options.

Expand the <code>Apps and Integrations</code> section, and click on <code>Quickbooks</code>.

If you are new to Lawcus and have not set up accounts, you must do so before proceeding. Click <a href="https://support.lawcus.com/en/articles/5010047-how-to-add-or-edit-bank-accounts-in-lawcus">here</a> to check our guide on how to add bank accounts.

After adding bank accounts, click <code>Connect to Quickbooks</code>.

<code>Sign in</code> to your Quickbooks account using your existing credentials.

<code>Authorize</code> the integration by clicking <code>Connect </code>in 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 <code>Export Invoices from Lawcus to Quickbooks Online</code>.

In your Quickbooks Online account, go to the <code>Accounting</code> tab. Click <code>New</code> to create new accounts.

Set up a Trust account or any other account and click <code>Save and Close</code> when 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 <code>Sales</code> tab, click <code>Products and Services</code> on the dropdown.

Click <code>New</code>, and choose <code>Service</code>.

Setup a service for <code>Expenses</code>.

Repeat the previous step for <code>Tax</code>, <code>Flat Fees</code>, <code>Hours</code>, <code>Sales</code>, and <code>Time Entries</code>.

Go back to Lawcus and click <code>Resync Items, Accounts, and Customers</code>.

Note: When you resync the Quickbooks integration on Lawcus, you will be prompted to authorize the re-mapping of items.

Re-toggle <code>Export Invoices from Lawcus to Quickbooks Online</code>.

Map the recently-created services and click <code>Save</code>.

1. Click on your <code>User Avatar</code> on the top, and select <code>Settings</code> from the available options.
2. Expand the <code>Apps and Integrations</code> section, and click on <code>Quickbooks</code>.
3. If you are new to Lawcus and have not set up accounts, you must do so before proceeding. Click <a href="https://support.lawcus.com/en/articles/5010047-how-to-add-or-edit-bank-accounts-in-lawcus">here</a> to check our guide on how to add bank accounts.
4. After adding bank accounts, click <code>Connect to Quickbooks</code>.
 
 
5. <code>Sign in</code> to your Quickbooks account using your existing credentials.
 
 
6. <code>Authorize</code> the integration by clicking <code>Connect </code>in the next window.
7. 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.
 
 image4.png
8. Toggle <code>Export Invoices from Lawcus to Quickbooks Online</code>.
9. In your Quickbooks Online account, go to the <code>Accounting</code> tab. Click <code>New</code> to create new accounts.
 image19.gif
10. Set up a Trust account or any other account and click <code>Save and Close</code> when done.
11. 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.
12. In the <code>Sales</code> tab, click <code>Products and Services</code> on the dropdown.
 image8.gif
13. Click <code>New</code>, and choose <code>Service</code>.
 image10.gif
14. Setup a service for <code>Expenses</code>.
 image5.gif
15. Repeat the previous step for <code>Tax</code>, <code>Flat Fees</code>, <code>Hours</code>, <code>Sales</code>, and <code>Time Entries</code>.
 image6.png
16. Go back to Lawcus and click <code>Resync Items, Accounts, and Customers</code>.
 Note: When you resync the Quickbooks integration on Lawcus, you will be prompted to authorize the re-mapping of items.
17. Re-toggle <code>Export Invoices from Lawcus to Quickbooks Online</code>.
18. Map the recently-created services and click <code>Save</code>.

- 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.

___________________________________________________________

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.

Steps to Integrate Quickbooks with Lawcus

FAQ Section

FAQ1: Do QuickBooks updates automatically reflect in Lawcus?