MyCase is law practice management software that makes it easier for solo and small practitioners to spend time practicing law instead of worrying about time-consuming tasks like calendaring and invoicing. With its new version of QuickBooks Sync, integrating MyCase with the industry-leading accounting software is easier than ever.
Law practice management software should streamline your workflow. However, if you have to manually transfer data between your practice management software and your accounting software, your work—and the possibility of data entry errors—increases. MyCase’s QuickBooks integration ensures that you don’t have to waste time or risk costly mistakes. MyCase works with QuickBooks to synchronize detailed invoice data, record payments on invoices, and keep track of trust, cash, and accrual accounting.
MyCase’s improved QuickBooks Sync is quick and easy to get up and running. Thanks to self-setup, attorneys can quickly select the accounts they want to sync and begin syncing invoices right away. MyCase’s QuickBooks integration allows for detailed syncing of time and expense entries: Invoices that sync to QuickBooks will now show all line-by-line details of each invoice. Your time entries and expenses carry over to QuickBooks as a service item as well so that you can take advantage of detailed reporting in QuickBooks.
MyCase is now able to sync both trust and non-trust retainers to QuickBooks as well, which means that if you accept retainers directly into your operating account, you can now track the amount of credit a client has.
How to Get It
MyCase costs $39 per user per month. The QuickBooks integration is included, and there are no additional costs for premium features such as automated tasks and calendaring, custom templates, and a secure client portal. MyCase offers a no-cost, risk-free trial.