Please note that MyCase currently integrates with the Simple Start, Essentials, Plus or Advanced versions of Quickbooks Online.
Table of Contents
How the sync works
Setting up the Quickbooks Integration
How are invoices handled in QuickBooks?
Removing Balance Forwards from Invoices
Accessing and using the sync window
Syncing invoices and payments
Syncing deposits into trust
Syncing deposits into credit
Syncing withdraws from trust
Synching withdraws from Credit with Quickbooks
Retainers
If you are ready to set up the integration, click here.