This guide will walk you through the MyCase Quickbooks Integration feature.

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

<a href="https://supportcenter.mycase.com/en/articles/9370140-setting-up-the-quickbooks-integration">Setting up the Quickbooks Integration</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370137-how-are-invoices-handled-in-quickbooks">How are invoices handled in QuickBooks?</a>

​<a href="https://supportcenter.mycase.com/en/articles/9369946-removing-balance-forwards-from-invoices">Removing Balance Forwards from Invoices</a>

<a href="https://supportcenter.mycase.com/en/articles/9370139-syncing-invoices-and-payments-with-quickbooks">Syncing invoices and payments</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370131-syncing-deposits-into-trust-to-quickbooks">​Syncing deposits into trust</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370123-syncing-deposits-into-credit-to-quickbooks">​Syncing deposits into credit</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370132-syncing-withdraws-from-trust-with-quickbooks">​Syncing withdraws from trust</a>

​<a href="https://supportcenter.mycase.com/en/articles/9370126-syncing-withdrawals-from-credit-with-quickbooks">​Synching withdraws from Credit with Quickbooks</a>

<a href="https://supportcenter.mycase.com/en/articles/9370134-how-are-retainers-synced-to-quickbooks">How are retainers synced to Quickbooks?</a> ​

Quickbooks Sync Guide

Schedule a Training

Find answers and get help from Intercom Support and Community Experts

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Quickbooks Sync Guide

How the sync works

Accessing and using the sync window

Retainers