Set up your sync in less than 5 minutes
The MyCase Quickbooks Online Integration is self-setup and completely free. Once you input your QuickBooks credentials, and select the accounts you want synced, the integration provides a simple one-way sync of your accounting data into QuickBooks Online. This saves you time and increases consistency across your accounting by eliminating uploads, downloads, and duplicate entries.
Detailed syncing of time and expense entries
The MyCase QuickBooks Integration carries over detailed time and expense information line-by-line to QuickBooks. 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, MyCase's QuickBooks 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.