QuickBooks Online Software Integration
As an attorney, your focus should be on helping your clients overcome legal challenges. Instead, you may find yourself often taking time out of your busy schedule to wring your hands over business management decisions. This can take away from your billable hours, impede productivity, and get in the way of your firm’s goals, from scaling to hitting KPIs.
Here is where CPN Legal can be invaluable. We assist our clients in integrating QuickBooks Online into their practices. Doing so increases efficiency and modernizes workflows, enabling our clients to put their time and energy into achieving success. This page offers further information about our QuickBooks Online software integration services. Do you have questions or want to start with us? Reach out to partner with our highly experienced team.
Get in touch by calling (513) 463-1817 or submitting our convenient online contact form. We proudly serve law firms throughout the United States.
What Is QuickBooks Online for Law Firms?
QuickBooks Online is a customizable legal accounting software that integrates with numerous practice management software (such as Clio), providing users with comprehensive tools to track and manage their finances. With all the resources available in the QuickBooks ecosystem, this accounting tool is a must-have for managing your firm’s financials.
The Advantages of QuickBooks Online Over QuickBooks Desktop
QuickBooks Online has several key advantages over QuickBooks Desktop:
- Access on the go - As a cloud-based accounting software, you can access your QuickBooks Online file from any device and collaborate with your team in real-time
- Business app integration - The online version integrates seamlessly with 700+ business apps, a number that far exceeds QuickBooks Desktop
- Streamlined banking and accounting - QuickBooks Online allows you to automatically sync bank transactions and access a robust mobile app to streamline your accounting processes
Is QuickBooks Online Really Helpful for Law Firms?
QuickBooks Online offers a greater range of on-the-go features and, as detailed above, generally delivers greater overall value compared to its desktop version.
QuickBooks Online provides law firms with various features to improve their financial workflow. Some of the key features include:
- Attorney compensation tracking reports
- Accounts receivable management
- Expense organization
- Loan and other liability tracking
- Insights and reports
- Free 30-day trial
It is important to note that many of the advantages of QuickBooks Online are contingent on your integration strategy. When leveraged correctly, the software can allow you to manage your financial matters effortlessly. What used to take days, weeks, or months happens in the blink of an eye. To fully tap into these benefits, it is critical to properly set up QuickBooks Online and remain current on its newest features.
Why Choose CPN Legal?
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Trusted by 300+ Law Firms NationwideFrom solo practices to growing firms, we help attorneys increase profitability and efficiency. Our flexible services scale with your needs.
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Proven & Recognized
We’re a Clio Gold Level Consultant, QuickBooks Elite ProAdvisor, and multi-year Clio Partner Award winner. Our accolades reflect our commitment to quality and growth.
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A Team You Can Rely On
Your firm gets a dedicated bookkeeper and team lead, plus the support of our 28-member team. We ensure accuracy, compliance, and financial clarity every step of the way.
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Law Firm Accounting, Simplified
With over 12 years of experience, we provide bookkeeping, trust accounting, KPI reporting, payroll, and financial consulting—so you can focus on practicing law.
Can CPN Legal Help My Firm Migrate from QuickBooks Desktop to QuickBooks Online?
Yes, we can safely and securely migrate firms from QuickBooks Desktop to QuickBooks Online. When you turn to us for this service, you will have a dedicated migration specialist who will evaluate your situation, identify which QuickBooks solutions you need, and work alongside you to craft a plan to make your new online system fit like a glove. After migrating, our team will offer training on new features and facilitate ongoing communication to keep you on your path to success.
The Benefits of Integrating QuickBooks Online with CRM Software
Many customer relationship management (CRM) software, such as Clio, can integrate with QuickBooks Online to sync processes and improve the efficiency of accounting systems. Once integrated, you will have a cloud-based automated solution for all your most important accounting tasks.
This unlocks many benefits, such as the following:
- Seamless business data and financial information syncing between software, eliminating the need for double entry and reducing the likelihood of errors.
- Ensuring compliance with state bar rules and regulations. Integrating QuickBooks Online with CRM software makes it easy to keep track of ledger and trust accounts.
- Reduced errors in accounting processes, from invoicing to collecting payments and balancing trust accounts.
- Simplified time-tracking. QuickBooks and other leading software companies have time-tracking tools that enable you to track every minute of billable work on mobile or within the web app.
- Increased transparency in client billing. With client-focused features, including payment plans, customizable invoices, and remote credit-card payment options, you can improve the clarity and integrity of your legal services.