Switching between multiple vendors is time-consuming and costly. LeanLaw makes it super easy to stay in one or work between just two vendors - QuickBooks Online and LeanLaw - to expedite invoice delivery and receive payments faster. Read on to learn more about how to connect LeanLaw and QuickBooks Online.
1. Go to Settings:
Start by going to settings:
2. Scroll to QuickBooks Integration:
Scroll down the Settings Menu to select the section labeled: QuickBooks:
3. Open QuickBooks Integration:
You will see the green Connect to QuickBooks button:
Click Connect to Quickbooks.
4. View and set up QuickBooks Integrations Settings:
Once you are connected, you will see this page:
From here, you can choose all of your settings, such as adjusting the Default QuickBooks Service to the Type of Accounting you would like to do - either Client or Matter.
Now you can begin to integrate and bill clients!