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MyCase Adds Self-Setup QuickBooks Integration to Its Practice Management Toolset

By Neil J. Squillante | Thursday, December 1, 2016

Today's issue of TL NewsWire covers practice management software with a new QuickBooks Online integration that you can setup in a few minutes (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of a court dockets research service, an Outlook add-in that prevents email errors, a resource with model transactional documents and practice guides, two practice management products with apps on all platforms, and much more. Don't miss the next issue.

If you visit the QuickBooks website, you'll have a hard time finding the legacy desktop version. It's another sign of the tectonic shift underway to the cloud. It's easy to migrate from the legacy version to QuickBooks Online but that's only half the battle. What about your practice management software?

MyCase … in One Sentence

MyCase is practice management software with a recently enhanced QuickBooks Online integration.

The Killer Feature

MyCase was among the first practice management systems to integrate with QuickBooks Online. As the number of customers using the integration soared, Product Manager Zac Post began receiving feature requests. The new integration that Zac recently showed me incorporates much of this feedback. "It's now both easier to use and more robust," said Zac as he started the demo.

MyCase's App Bar lists all available integrations, including QuickBooks. The new integration is free thanks to its self-setup. "What used to cost $99 and require a one-hour implementation call now takes less than five minutes and is completely free," said Zac.

After entering your QuickBooks credentials, a series of menu-driven screens matches your QuickBooks accounts to their corresponding data sources in MyCase, including bank accounts, income, expenses, trusts, and even non-trust retainers if you use them. You can add new accounts to QuickBooks on-the-fly if necessary. You can edit these settings anytime.

Once setup, trust and non-trust retainer deposits give you the option of syncing to QuickBooks. Similarly, invoice creation and payment also give you the option to sync. Instead of syncing invoices one by one, the QuickBooks Sync button enables you select and sync multiple invoices simultaneously. This instant syncing eliminates time-consuming manual export/import procedures along with common errors such as duplicate entries and inconsistent nomenclature.

The invoices automatically created in QuickBooks exactly match those in MyCase down to every time entry and description thanks to a clever use of Items in QuickBooks. As a result, your QuickBooks file will have everything your accountant needs for tax filings.

Other Notable Features

MyCase offers all the practice management tools you would expect. On the Home dashboard, you can view recent activity and quickly add new cases, contacts, events, documents, tasks, time entries, expenses, invoices, notes, and messages.

When you add new client contacts, you can give them access to MyCase's client portal. Clients receive an email message with instructions on creating a secure portal account. Using the portal, clients can securely communicate with you, share documents, and pay bills. MyCase recently added a new feature that lists all the activity for each contact, offering you more granularity than the case activity feed.

MyCase can store both case-related documents and email. Integrations with Gmail and Outlook enable you to automatically file email messages in MyCase where you can then assign them to a case. A unique MyCase email address enables you to send any email message to MyCase from any email app.

What Else Should You Know?

MyCase costs $39 per month per attorney user and $29 per month per staff user. You can try MyCase for free for 30 days, including the new QuickBooks integration. MyCase can also build and host your firm's website for an additional charge. Learn more about MyCase.

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Topics: Accounting/Billing/Time Capture | Practice Management/Calendars | TL NewsWire
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