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Setting Up MyCase Accounting
Setting Up MyCase Accounting
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Written by Crystal Lindsey
Updated over a week ago

In order to setup MyCase Accounting, please follow the steps below:
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1. Open MyCase
2. Select the Accounting tab at the top of your account.

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3. As this is the first time opening MyCase Accounting, you will be prompted to set it up. Select Let's get started.

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4. Complete Step One: Syncing Billing and Payment Data by selecting Start Syncing.

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5. Connect bank and card accounts.

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6. Manage these connections by selecting to Connect New Account.

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7. Complete the Plaid integration to connect the account. Set up the account by selecting your institution. Note: You can manage your accounts later in the Banking tab by selecting Add Bank Account.

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8. Complete Step Two: General Setup Wizard

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  • Set up a Chart of Accounts by selecting Setup Accounts

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  • Import the chart of accounts one of two ways. 1) Add accounts individually by following each tab: Revenue, Expenses, Asset, Liabilities and Equity. Or 2) Select Upload Your Chart of Accounts and follow the General Ledger Account Setup steps.

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  • Once all tabs or the account setup is completed, select Create Accounts.

  • Select Confirm.

9. Setup initial balances by selecting Set up Balances.

10. This is data collected from billing and additional data points that were added as additional account balances.

  • Add these based on the specific account type.

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  • Select Conversion Date the reflects when you stopped using your previous system and started using MyCase Accounting.

11. Select Save Balances.

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