How to connect QuickBooks?
Login -> Settings-> Billing Syncing
1. Login to CaseFox.
2. Go to the dashboard, to the left corner you will find the sidebar.
3. From there select settings and choose the subhead “organization”.
4. Under the organization choose billing syncing, a new window will open.
5. You will be promoted to various options.
6. To connect with QuickBooks, choose QuickBooks.
7. Fill in the required details to connect.
Related Articles
How to Sync with Quickbooks?
1. Log in to CaseFox. 2. In the navigation bar, click on the Apps tab. 3. From the list on the left side, select Payments. 4. Click on the QuickBooks option. 5. Then, click the Connect button and fill in the required details. How to Sync with ...
How to copy invoices in Xero/ QuickBooks?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Copy to Xero/Quickbooks 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select clients from the sidebar. 4. Choose sub-tab ...
How to connect with Xero?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization." 4. Under Organization, click on the "Billing Sync" option. 5. To connect with Xero, click on the "Connect" button next ...
How to copy invoices to Xero and QuickBooks?
With CaseFox you can copy your invoices to Xero or QuickBooks in a few quick steps; mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Bills" sub-tab. 4. Locate the invoice and click on ...
How to connect PayPal?
With CaseFox you can add your PayPal; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Organization" option from the list. 4. Click on "Firm Preferences". 5. Under ...