QuickBooks: Enabled Access for CampLegal

QuickBooks: Enabled Access for CampLegal

CampLegal is integrated with QuickBooks Online that allows the system to create Customers and Invoices and apply Payments to the Invoices in QuickBooks.


Notes
A LawPay account is needed to process payments within CampLegal. QuickBooks Online and LawPay accounts are not included with your CampLegal account.


Instructions

  1. Create a QuickBooks Online account (if the firm does not already have one).

  2. In CampLegal, go to Settings->Apps->Click the QuickBooks Authorize Button. Settings is in the dropdown under the User’s name (top left-hand corner of the screen).

  3. Follow the on-screen instructions to authorize CampLegal to your QuickBooks account. You will be redirected back to CampLegal and the QuickBooks section will look like this.

  4. To process payments you will need to authorize CampLegal with your LawPay account. The LawPay section will look like this.

  5.  You’re all set to allow CampLegal to communicate with LawPay and QuickBooks Online. You should never have to log into LawPay or QuickBooks for your daily operations.


Info
Allowing CampLegal to off-load all tedious bookkeeping of payments and invoices will save the firm so much time to work your cases. Also, the staff will always know how much is owed within a case within seconds.

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