Follow these steps to get started with MyCase Accounting:
Log in to MyCase.
Select the Accounting tab on the left-hand navigation menu.
Select Dashboard from the Accounting tab dropdown menu.
Don't see the Accounting tab?
This means the Accounting Add-on hasn't been added to your account yet. You can purchase it directly from your account settings. Click here to learn more.
4. Since this is your first time opening MyCase Accounting, you'll need to complete
the initial setup. Select Let's get started.
5. The Accounting dashboard will automatically appear, but it will be locked. We
highly encourage new users to attend a MyCase Accounting group training
session to learn about the onboarding process and what information is required.
To schedule your session, select "Start Here" under the "Here Are the Steps to
Get Started" section.
6. Following the group training, you'll receive a follow-up email with a link to
schedule a free 1:1 onboarding session with an Accounting Specialist, who can
answer your questions and help get your chart of accounts set up properly.
7. If you'd prefer to skip this process, you can opt out and we'll enable the
dashboard for self-setup instead. We discourage opting out, since guided setup
helps avoid common errors, but if you'd like to proceed this way, please have an
admin user from your firm email us at [email protected]
8. Whether you're completing your 1:1 onboarding meeting or setting up on your
own after opting out, you'll need to complete the following setup steps in order.
You must finish each step before moving on to the next.
Step One: Set Conversion Date
This is the start date you'll use to begin operating in MyCase Accounting. It's important to select the correct date, as this cannot easily be changed later.
To set it:
Select the calendar icon.
Choose your desired date.
Confirm the date to save it.
Step Two: Sync Billing and Payment Data
Select Start Syncing to sync your existing billing and payment data into MyCase Accounting.
Keep in mind: we will only sync data from your selected conversion date forward. For example, if you set your conversion date to 1/1/2026, only billing and payment data from that date onward will be synced.
Once the initial sync is complete, you will not need to repeat this step.
Step Three: Connect and Link Your Bank and Card Accounts
Connect your firm's bank and credit card accounts to MyCase Accounting so transactions can be tracked and reconciled automatically.
To set up your accounts:
Select your financial institution.
Follow the steps provided by Plaid to securely link your account.
Note: You can manage your linked accounts later at any time by going to the Banking tab and selecting Manage Accounts.
Step Four: General Setup Wizard
Complete the General Setup Wizard to finish configuring your MyCase Accounting account.
Step Five: Set Up Chart of Accounts
Select Setup Accounts to configure your Chart of Accounts. You can set this up one of two ways:
Add accounts individually by going through each tab: Revenue, Expenses, Asset, Liabilities, and Equity.
Upload your existing chart of accounts by selecting Upload Your Chart of Accounts and following the General Ledger Account Setup steps.
Note: If you don't have your own chart of accounts, MyCase Accounting comes preloaded with the most commonly needed accounts. You can use these as-is, customize them, or continue adding to them over time.
Once you've finished adding accounts (either method), select Create Accounts, then select Confirm.
Step Six: Set Up Initial Balances
Select Set up Balances to enter your beginning account balances. You'll see two sets of account boxes:
Top box (locked): These balances are generated automatically by the MyCase billing system, using data collected from billing and related sources. Client expenses, revenue, and trust balances (among others) will sync and calculate automatically — no manual entry needed.
Second box: This is where you'll enter your firm's beginning balances manually. To do this accurately, use the ending balances from your trial balance sheet in your previous accounting program as your beginning balances in MyCase Accounting. If you don't have a trial balance sheet available, you can instead use your bank balance as of your conversion date for your operating, bank, and credit card accounts. Your trust balance will be automatically calculated by taking the total of all of your client trust balances and using that as your beginning trust balance as of your conversion date.
Once you've entered all your beginning balances, select Save Balances.
If you have any questions during the set up process, please reach out to an accounting specialist at [email protected].
To learn more about MyCase Accounting, take the MyCase Accounting 101 Online Course in the MyCase Learning Center.