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MyCase now gives you the ability to sync General (non-trust) Retainer Deposits.

Syncing deposits into Credit to QuickBooks

As of March 1st, 2016, Intuit will discontinue the Intuit Sync Manager which MyCase uses to sync data with QuickBooks Desktop software.

Once you have deposited funds into a client’s Trust account, there may be expenses you will be paying for directly out of the Trust account.

MyCase has the ability to sync two types of retainers to QuickBooks: General (Credit) and Trust Retainers.

Once your firm has setup the QuickBooks integration, you can easily send transactions into your QuickBooks account.

This article will walk you through how Invoices will be handled in Quickbooks.

To access the QuickBooks Sync window after completing the set-up, simply click on the QuickBooks icon.

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

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