Switching between multiple vendors is time-consuming and costly. LeanLaw makes it 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.
Connect to QuickBooks Online
1. Click the Settings Gear
2. Scroll to QuickBooks Integration
Scroll down the Settings Menu to select the section labeled QuickBooks.
3. Open QuickBooks Integration
Click Connect to QuickBooks.
4. View and set up QuickBooks Integrations settings
Once you are connected, you will see the QuickBooks Integration settings 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. Instructions for setting up your firm's expenses sync can be found here and instructions for setting up class tracking can be found here.
Now you can begin to integrate and bill clients!