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QuickBooks Online Integration for Canadian Firms
QuickBooks Online Integration for Canadian Firms

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

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

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.

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

8. Click New to create new accounts.


9. Set up a Trust account or any other account and click Save and Close when done.


10. 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.

11. In the Sales tab, click Products and Services in the dropdown.


12. Click New and choose Service.

13. Set up a service for Expenses.

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

14. Repeat the previous step for HST, GST, Flat Fees, Hours, Sales, and Time Entries.

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.

15. 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.


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


17. Map all the recently created services and click Save.

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

Here are some additional tips to ensure a successful integration:

  • 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 your services' mapping to ensure accurate data syncing between Lawcus and Quickbooks Online.

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

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