Sync our legal billing software and QuickBooks in less than 5 minutes
The MyCase QuickBooks Online Integration is self-setup, easy and completely free. Add your QuickBooks credentials and select the accounts you want synced with your MyCase legal billing software. The integration provides a simple one-way sync of your law firm's accounting data into QuickBooks Online. This saves you time and increases consistency across your accounting by eliminating uploads, downloads, and duplicate entries.
Integrate detailed legal time and expense entries with QuickBooks
Carry over line-by-line time and expense information from MyCase legal billing software to QuickBooks Online. This allows both greater flexibility in firm reporting and allows visibility into invoice details in QuickBooks. An added benefit is that accountants, who sometimes do not have access to MyCase, can view this detailed data in QuickBooks directly.
Syncing of trust and general retainers
In addition to syncing Trust Retainers to QuickBooks Online, MyCase's QuickBooks and legal billing software integration also includes syncing of General (Non-Trust) Retainers directly into a firm's Operating Account. You can also deposit into or withdraw from as well as make payments on invoices from Trust or General Retainers.
I use the QuickBooks integration, which automatically reconciles with MyCase. At the end of the year I check it to make sure the numbers line up and they always do. Taxes this year were a breeze!
Emily Amara Gordon
Amara Immigration Law, LLC
Once you become a MyCase user, integrating your account with Quickbooks Online is just a few clicks away. To connect MyCase’s law firm billing software with Quickbooks, you can install the integration within your MyCase account in your profile settings. After answering a few questions, your MyCase account will be linked with your Quickbooks account so that you can streamline your legal accounting!
To integrate Quickbooks with MyCase’s legal billing software, you must have an active MyCase account, and an active Quickbooks Online account. After setting up the integration, you can transfer your MyCase data into Quickbooks through a one-way sync. Although you can not transfer your Quickbooks data into MyCase, this one-way integration saves you time and eliminates the need for duplicate data entry.
Integrating your MyCase account with your Quickbooks account is included in the subscription price of MyCase: $49 per user/month (billed annually) or $59 per user/month (billed monthly).