QuickBooks Online Integration Tips

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Overview

The integration to accounting creates a posting each time your confirm an accounting record in Wise Owl Legal.

This means if you set up a new matter and a new contact, they happily sit in Wise Owl until there is an outlay or an invoice associated to that matter that is confirmed in Wise Owl and needs to move to QuickBooks Online.

Diagram of Components

A Diagram of the components of the integration are in diagrams located here.

Components Described

The components of QuickBooks Online integration:

• Wise Owl creates a customer in QuickBooks Online every time you post with a new client / contact. The accounting system name is the part that posts to QuickBooks Online.

• Once a post has occurred for a contact, it is imperative that the Accounting System name of the Wise Owl Contact is identical to the customer in Wise Owl.

  • Various Fields from the Wise Owl Legal Contact post to become the customer details in QuickBooks Online. These need to be manually updated in both systems if they change.

• The Wise Owl Legal matter number forms a sub customer in QuickBook Online.

• Items:

  • Disbursement Items and Invoice Items need to be identical in Wise Owl Legal and QuickBooks Online.

  • New items in Wise Owl Legal will auto create in QuickBooks Online, so long as there is not a pre-existing Item in QuickBooks Online with the same name.

  • The Disbursement Items in Wise Owl Post to Purchase Items in QuickBooks Online.

  • The Invoice Items in Wise Owl Legal Post to Sales Items in QuickBooks Online.

  • Fee Earners are invoice items. It is important to leave former staff active in Wise Owl Legal until all fees generated by them have been billed and posted to QuickBooks Online.

• Outlays

  • Outlays will post from Wise Owl Legal to QuickBooks Online once confirmed in Wise Owl Legal.

  • if there is no supplier recognised on the Disbursement, Wise Owl Legal will post it to the supplier “Generic Supplier”

• Invoices

  • Invoices post from Wise Owl Legal to QuickBooks Online once confirmed.

  • professional fees post as one line per fee earner.

  • Disbursements and recoveries post line by line.

Matching Receipt Transactions in QuickBooks online

Matching Receipt Transactions in External AccountingPreview