To setup MyCase Accounting, please follow the steps below:
1. Open MyCase
2. Select the Accounting tab at the left of your MyCase account
3. Select dashboard from the Accounting tab dropdown menu
4. As this is the first time opening MyCase Accounting, you will need to set this up. Select Let's get started.
5. The Accounting dashboard will automatically appear; however, the Accounting dashboard will be locked. We highly encourage new users to attend our MyCase Accounting group training to learn about the onboarding process and what all information is required. To schedule, select the start here button under here are the steps to get started section
6. Following the onboarding group training, you will receive a follow up email with a link to schedule a 1:1 free onboarding with an Accounting Specialist who can help answer questions, and get your chart of accounts set up properly
7. You can also opt out of this step, and we can enable the dashboard for you to self set-up. We discourage opting out, but if you wish to do so, please have an admin user from your firm email us at [email protected]
8. During your 1:1 onboarding meeting, or if you wish to opt out, you will need to complete the steps in order
9. Complete Step One: Set Conversion Date. This is going to be the start date that you select to begin using the MyCase Accounting system. It is very important that you make sure to select the correct date. Begin by selecting the calendar icon, and then selecting the date, and set the date.
You must complete each of these steps in order before you can move on to the next one.
10. Next, Syncing Billing and Payment Data by selecting Start Syncing. The reason it is so important to use the correct start date, is we will not sync over any billing data before the start date. If you choose 1/1/2026, for instance, we will sync all payment and billing data from that date forward. Once you complete the initial sync, you will not have to do this step again.
11. Connect and link your bank and card accounts.
12. Complete the Plaid integration to link your bank and credit card accounts to MyCase Accounting. To set up the account, start by selecting your institution and following the steps in Plaid. Note: You can manage your accounts later in the Banking tab by selecting Add Bank Account.
13. Complete Step Two: General Setup Wizard
14. Set up a Chart of Accounts by selecting Setup Accounts
You can import the chart of accounts one of two ways. 1) Add accounts individually by following each tab: Revenue, Expenses, Asset, Liabilities and Equity. Or 2) Select Upload Your Chart of Accounts and follow the General Ledger Account Setup steps.
Please note, if you do not have your own chart of accounts, MyCase Accounting comes with the most commonly needed accounts that you can use, customize, and continue to add onto as you go.
Once all tabs or the account setup is completed, select Create Accounts.
Select Confirm.
15. Setup initial balances by selecting Set up Balances.
There are two different sets of boxes for entering beginning balances. The top box of accounts are all locked. The reason being is those account balances are created by the MyCase billing system. This is data collected from billing and additional data points that were added as additional account balances. All of your client expenses, revenue, and trust balances to name a few, will auto sync and calculate the balances for you.
To set up your firm related beginning balances, you can do that in the second box of accounts. To enter these balances, you will want to make sure you have your trial balance sheet from your old accounting program with the ending numbers that you will be using as your beginning numbers in MyCase Accounting. If you do not have this, the alternative will be to use your bank balance as of the conversion date for your operating, bank, and credit card accounts.
16. Once you have finished entering 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.