Lawcus

Integrating your Lawcus account with Quickbooks Online can simplify your bookkeeping and accounting needs. This integration offers a one-way sync, effortlessly managing invoicing, payments, expenses, report analytics, and other financial tracking requirements. 

Your Lawcus data will be automatically transferred to QuickBooks, ensuring a smooth flow of information. However, please note that QuickBooks data will not be automatically transmitted back to Lawcus.

Steps to Integrate the Canadian Version of Quickbooks with Lawcus

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

Go to <code>Apps and Integrations</code> and click <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> in the dropdown.

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

Set up a service for <code>Expenses</code>.

Note: From the Sales tax drop-down, select Zero-rated.

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

​Note: From the Sales tax drop-down, select Zero-rated for all these servces.It's mandatory to add a service for HST and GST. Without this, the invoices from Lawcus won't sync.

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

Note: Make sure to map GST and HST with taxes on Lawcus.

1. Click on your <code>User Avatar</code>, and select <code>Settings</code> from the available options.
2. Go to <code>Apps and Integrations</code> and click <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.
3. After adding bank accounts, click <code>Connect to Quickbooks</code>.

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

5. <code>Authorize</code> the integration by clicking <code>Connect</code> 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.
 
 image4.png
7. Toggle <code>Export Invoices from Lawcus to Quickbooks Online</code>.
8. In your Quickbooks Online account, go to the <code>Accounting</code> tab.
9. Click <code>New</code> to create new accounts.
10. Set up a Trust account or any other account and click <code>Save and Close</code> when done.
 image17.gif
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> in the dropdown.
 image8.gif
13. Click <code>New</code> and choose <code>Service</code>.
14. Set up a service for <code>Expenses</code>.
 Note: From the Sales tax drop-down, select Zero-rated.
 

15. Repeat the previous step for <code>HST</code>, <code>GST</code>, <code>Flat Fees</code>, <code>Hours</code>, <code>Sales</code>, and <code>Time Entries</code>.
 ​Note: From the Sales tax drop-down, select Zero-rated for all these servces.It's mandatory to add a service for HST and GST. Without this, the invoices from Lawcus won't sync.

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 all the recently created services and click <code>Save</code>.
 Note: Make sure to map GST and HST with taxes on Lawcus.

- Creating HST/GST services and mapping it to Lawcus taxes is the most important step of this integration.
- 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 data syncing between Lawcus and Quickbooks Online.

Learn how to integrate the Canadian version of Quickbooks Online with Lawcus for seamless bookkeeping.