Related Articles
QuickBooks Integration
Export to QuickBooksTM: Client list and Invoices can be exported in QuickBooks IIF format. CaseFox integration with QuickBooks is based on use of QuickBooks proprietary IIF file format. Client list and Invoices can be exported from CaseFox into IIF ...
Exporting Invoices to Quickbooks
Invoices and Customers can be exported to Quickbooks from CaseFox easily. Export to Quickbooks Desktop 1. In CaseFox, Settings/Tools/Reports-> Export to Quickbooks 2. Select Month/Year to filter invoices for that month/year. 3. Click on IIF export ...
Business validation error - Duplicate Name Exists
Quickbooks requires that display names of all customers in your Quickbooks accounts are unique. If a validation error is thrown when an invoice is being copied from CaseFox to Quickbooks, please make sure first name and last name in Quickbooks ...
Integration List
Law Pay Xero QuickBooks Online QuickBooks Desktop Google Drive Google Calendar Google Tasks Google Email (sending) Office365 Calendar Office365 Email (sending) OneDrive Box Dropbox PayPal For Accepting Payments
What can be exported from CaseFox
CaseFox supports exports of data in Excel, CVS and PDF formats. Entered time entries, trust account entries and invoices can be exported in Excel and PDF formats. CaseFox can also export your time entries (in CVS format compliant with Juris(TM)) for ...