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QuickBooks Online Integration

Setup, Mapping & Troubleshooting

Learn how to connect Lawmatics with QuickBooks Online and keep your billing information in sync. In this recorded Wednesday Workshop, Erika Bertolini walks through the recommended setup order, mapping accounts and billing items, and understanding what syncs automatically versus what requires a manual sync. Learn how trust activity appears in QuickBooks, troubleshoot common sync errors, and coordinate with your bookkeeper to prevent mapping issues and duplicate entries.

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