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QuickBooks Online integration with Lawcus
QuickBooks Online integration with Lawcus

Learn how to integrate Quickbooks Online with Lawcus for seamless bookkeeping. Step-by-step guide for Lawcus users.

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

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.

To integrate Quickbooks with Lawcus, follow these steps:

1. Navigate to your user avatar and click Settings.


2. Go to Apps and Integrations and click Quickbooks.


3. If you are new to Lawcus and have not set up accounts yet, you need to do so before proceeding.
Click hereto check our guide on how to add bank accounts.


4. After adding bank accounts, click Connect to Quickbooks.


5. Authorize the integration by clicking Connect in the next window.


6. 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.
7. Toggle Export Invoices from Lawcus to Quickbooks Online.


8. In your Quickbooks Online account, go to the Accounting tab.


9. Click New to create new accounts.


10. Set up a Trust account or any other account and click Save and Close 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 Sales tab, click Products and Services in the dropdown.


13. Click New.


14. Choose Service.


15. Setup a service for Expenses.


16. Repeat the previous step for Tax, Flat Fees, Hours, Sales, and Time Entries.


17. 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.


18. Re-toggle Export Invoices from Lawcus to Quickbooks Online.


19. Map the recently-created services and click Save.


Here are some additional tips:

  • Make sure to sign into your Quickbooks account in another tab, but on the same browser as the one where Lawcus is currently open.

  • Take note of the mapping of your services to ensure accurate syncing of data between Lawcus and Quickbooks Online.

    If you encounter any issues during the integration process, don't hesitate to reach out to Lawcus support for assistance.

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