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How do I sync invoices and payments with Quickbooks?
How do I sync invoices and payments with Quickbooks?

Once your firm has setup the QuickBooks integration, you can easily send transactions into your QuickBooks account.

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Written by Clark
Updated over a week ago

Once your firm has setup the QuickBooks integration, you will have a QuickBooks icon in your MyCase dock (pictured below). If you do not see the QuickBooks icon in the dock, you will have to setup the QuickBooks integration.

Click the QuickBooks icon to display the sync window (pictured below). You will be presented with all of the invoices and payments that have not yet been synchronized with your QuickBooks account. You can either individually select the invoices and payments you'd like to send into QuickBooks, or simply check the "Select All" boxes at the top of the screen.

You can also filter the invoices and payments within a certain date range. By default, this sync window will show all invoices and payments that have not yet been synced. To filter by date range, enter dates into the pickers, then click on the Filter List button. You will also have the option under the Invoice Payments section to select or deselect the auto-sync payments option. When enabled, this will automatically sync all payments made on invoices sent to QuickBooks.

When you have selected all of the invoices and payments you'd like to sync, click on the Sync With Quickbooks button. The transactions will then be sent into your QuickBooks account.

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Please note (1) when matching contacts from MyCase to QuickBooks, the sync cross-references the contact's First Name and Last Name. These items are critical in matching contacts. (2) QuickBooks does not have Balance Forward functionality. Thus, invoices with balances forwards will only sync new billing items. (3) The sync is unable to bring over deposits into credit. Payments on invoices from deposits into credit will reflect a payment date of the credit application, not credit deposit. (4) Refunded payments and Rejected eCheck transactions will not sync to your Quickbooks account, but the original payment will sync. You will need to enter refunds and rejections into your own Quickbooks account.

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