Accounting System - QuickBooks Link or Manual Entry

Accounting System - QuickBooks Link or Manual Entry

Amicus Billing offers a dynamic link with QuickBooks that accommodates the posting of Billing transactions (Receipts, General Retainer activity, General Retainer Refunds, Trust Receipts, Trust Checks, Trust to AR Transfers, and Trust File to File Transfers) from Amicus to QuickBooks. It also allows for the synchronization of client, matter, and common list items. It does not exchange Time Entries to QuickBooks.

For full details on the Link, review the "QuickBooks Link Guide", available from the Link wizard , from the Amicus Help Center and the Amicus Attorney Technical Resource Guides/Updates section of our website. We recommend that you complete your review before configuring and initializing the Link.

To set up this Link:

Choose Office > Firm Settings and click Accounting under the Time heading to display the Time - Accounting System dialog.
Select QuickBooks(Billing) from the dropdown menu in the Select your Accounting System field.
Ensure that QuickBooks is installed on your Amicus Application Server.
Prepare your data where necessary in both applications as detailed in the "QuickBooks Link Guide".
Ensure that QuickBooks is not running.

Click Install Components to install the necessary components.

Note: If running with Windows User Access Control (UAC) enabled, first right-click the "Amicus Attorney" icon on your Desktop and choose "Run as administrator".

Click Configure to start the Link wizard and complete the steps.
Perform the initialization.

Note: (RECOMMENDED): RESTARTING THE SERVER: Whenever the Amicus Application Server is restarted, someone must log in to Windows at the Server before Amicus may communicate with QuickBooks. If desired, however, you may configure your system to eliminate that necessity.

For details, see "Configuring your system to handle Server restarts" in the "QuickBooks Link Guide".

Important: Adding or removing File Types, Billing Rates, Activity Codes, Task Codes, User Rates, Expense Codes, and Bank Accounts after initialization of the Link might affect your Link configuration settings. Review your accounting link setup after making changes in order to maintain valid mappings.