Quickbooks Integration in ZenCase
You can enable Quickbooks in your firm settings to allow expense, invoices, payments, and trust transactions to get sent automatically to Quickbooks when created in ZenCase.
Be sure to Setup Quickbooks for Zencase for the best experience in Zencase before enabling Quickbooks.
Enable Quickbooks For Your Firm
In the top right corner, select the down arrow next to your name
In the navigation menu, select "Firm Settings"
On the Firm Settings page, click the "Integrations" tab
Under Quickbooks, click the "Settings" button
Click the "Connect" button
You will be redirected to the Quickbooks website and be prompted to login
Login to Quickbooks to confirm that you want to integrate with ZenCase
You will be redirected back to ZenCase integrations page
Click the "Edit" button
Set the Following QuickBooks Accounts for Zencase:
Account Name | Account Type | Detail Type | Sub-Account |
Billed Fees | Income, Other Income | Service/Fee Income |
|
Checking | Bank | Checking |
|
Accounts Receivable (A/R) | Accounts Receivable (A/R) | Accounts Receivable (A/R) |
|
Accounts Payable (A/P) | Accounts Payable (A/P) | Accounts Payable (A/P) |
|
Client Cost Advanced - Paid | Accounts Payable (A/P) | Accounts Payable (A/P) | Accounts Payable (A/P) |
Client Cost Advanced - Pay When Paid | Accounts Payable (A/P) | Accounts Payable (A/P) | Accounts Payable (A/P) |
Unbilled Client Cost Advanced | Fixed Asset, Other Asset, Other Current Assets | Other Current Assets |
|
IOLTA | Bank | Trust Account |
|
Unallocated Funds | Other Current Liabilities, Long Term Liability | Other Current Liabilities |
|
Credits/Discounts/Write Offs | Expense | Other Business Expenses |
|
Soft Costs | Income |
|
|
Client Refunds | Accounts Payable (A/P) | Accounts Payable (A/P) | Accounts Payable (A/P) |
Firm Expense | Expense, Other Expense | Office/General Administrative Expenses |
|
Blackbook Expense | Expense, Other Expense | Other Business Expenses |
|
You will also need to add a Firm Vendor in which to track expenses that are tied to the firm.
In QuickBooks, create a new vendor for your firm vendor.
In ZenCase, under the "Vendors" > "Firm Vendor" dropdown, select your vendor.
Here is an example of Quickbooks Accounts with the Type and Detail Type
Click the toggle button that is shaped like a circle on a line to enable
The toggle button should now be blue
Quickbooks should now be enabled
You can now start using Quickbooks to manage your invoices, expenses and payments for your legal practice.
Note: Once you've setup QuickBooks, it is important that you make changes directly in ZenCase. Any changes to expenses, invoices, payments and/or trust transactions within ZenCase will be pushed to QuickBooks. However, any changes in QuickBooks will not directly sync to ZenCase.
Quickbooks Audit Logs
Now that you have Quickbooks integrated with ZenCase, you can view the audit logs to see all the things that are happening in your quickbooks accounts. ZenCase creates a series of journal entries to track all of the transactions that occur in ZenCase and gets sent to Quickbooks automatically.
You can view your Quickbooks audit logs by going to the top right corner and click the gear icon.
From the open menu, select "Audit Logs".
On the Audit log page, you can then click the "Filter" button and view all of the possible ways you can filter your audit logs to view logs for a certain time, by user, or even by transaction.
You should be able to view all of the Quickbooks audits from this page.
If you have any problems integrating QuickBooks with ZenCase, please let us know!