MyCase Chat

Please note that MyCase currently integrates with the Simple Start, Essentials or Plus versions of <a href="https://quickbooks.intuit.com/online/" rel="nofollow noopener noreferrer" target="_blank">Quickbooks Online</a>.

<a href="https://support.mycase.com/en/articles/6102777-setting-up-the-quickbooks-integration">Setting up the Quickbooks Integration</a> <a href="https://support.mycase.com/en/articles/6173996-how-are-invoices-handled-in-quickbooks">How are invoices handled in QuickBooks?</a> <a href="https://support.mycase.com/en/articles/6106452-removing-balance-forwards-from-invoices">Removing Balance Forwards from Invoices</a>

<a href="https://support.mycase.com/en/articles/6125344-syncing-invoices-and-payments-with-quickbooks">Syncing invoices and payments</a> <a href="https://support.mycase.com/en/articles/6278424-syncing-deposits-into-trust-to-quickbooks">Syncing deposits into trust</a> <a href="https://support.mycase.com/en/articles/6464799-syncing-deposits-into-credit-to-quickbooks">Syncing deposits into credit </a> <a href="https://support.mycase.com/en/articles/6278354-syncing-withdraws-from-trust-with-quickbooks">Syncing withdraws from trust</a> <a href="https://support.mycase.com/en/articles/6401934-syncing-withdrawals-from-credit-with-quickbooks">Synching withdraws from Credit with Quickbooks</a>

<a href="https://support.mycase.com/en/articles/6267260-how-are-retainers-synced-to-quickbooks">How are retainers synced to Quickbooks?</a>

How the sync works

Accessing and using the sync window

Retainers