Streamline your legal billing and client management by connecting LeanLaw to QuickBooks Online. This guide provides detailed instructions to help you set up the integration, allowing you to manage invoices and payments efficiently.
Initiate Connection to QuickBooks Online
Access Settings
Log into your LeanLaw account.
Navigate to the settings by clicking the gear icon located in the upper right corner of your dashboard.
Navigate to Integration Settings
Within the settings menu, scroll down to find the "Integrations" section.
Choose "QuickBooks" to proceed with the integration.
Establish the Connection
Click on "Connect to QuickBooks."
If you have multiple QuickBooks companies, select the appropriate one to link with LeanLaw.
Confirm your selection and proceed by clicking "Connect" to establish the link.
Configure QuickBooks Integration
Integration Settings Overview
Once connected, you will be directed to the QuickBooks Integration settings page.
Here, adjust your preferences such as the Default QuickBooks Service and choose the Type of Accounting—Client or Matter.
Detailed Configuration Options
For comprehensive setup including Client and Matter Accounting, Liability Accounts, and Expense Sync, follow detailed step-by-step instructions provided here.
What’s Next?
After setting up the initial connection and configurations, enhance your LeanLaw and QuickBooks Online integration by exploring further capabilities:
Client and Matter Accounting: Learn how to effectively use accounting features specific to legal practices.
Import Clients from QuickBooks Online: Simplify client management by importing existing client data into LeanLaw.
Class Tracking Setup: Organize your accounting more effectively by setting up class tracking.
Expenses Sync Setup: Ensure all client-related expenses are synchronized between LeanLaw and QuickBooks.
Configure Team Settings: Customize settings to fit your team’s needs and workflow.
Invite Users: Expand your team's access to LeanLaw by inviting new users and setting appropriate permissions.