To access the QuickBooks Sync window after completing the setup, click on the QuickBooks icon.
You will see the sync icon located at the bottom of any screen.
You will be presented with the QuickBooks Sync window, which you will use to sync invoices and payments to QuickBooks with a few short clicks:
Using the date selector, input a date range that includes all of the invoices (and payments) that you want to sync, and click Filter
Select the specific invoices (and payments) that you would like to sync (either by checking them off one by one, or by using the Select All options at the top of the window).
Click the Sync with QuickBooks button, which automatically syncs your financial information to QuickBooks. If the client does not already exist in QuickBooks, MyCase creates a new record for them.
Tip: If an invoice has any payments associated with it, those payments will be synced to QuickBooks at the time of the invoice syncing. The Payments section will only display payments when an invoice has been synced to QuickBooks and a payment is subsequently made. This was done to give full control over the information that you are syncing to QuickBooks. To save this step for future use, we offer an optional automatic payments sync feature.