how to adapt quickbooks to amicus attorney

To set up this Link:

1. Choose Office > Firm Settings and click Accounting under the Time heading to display the Time - Accounting System dialog.
2. Select QuickBooks (Billing) from the dropdown menu in the Select your Accounting System field.
3. Ensure that QuickBooks is installed on your Amicus Application Server.
4. Prepare your data where necessary in both applications as detailed in the "QuickBooks Link Guide".

Full Answer

What is Amicus practice management software?

Amicus practice management software helps track your time with less effort, keeps every file organized, and makes your firm more profitable. Case and matter management is the building blocks of your practice. Amicus makes all your client files instantly accessible to everyone on your team.

Why choose amicus law firm?

“With Amicus, the time savings that we have, having everything integrated in to one, is tremendous. Because of that time savings, we are able to produce so much more, be so much more effective with what we’re doing for our clients, and what we’re able to bill.””

Can Amicus Attorney run from a server in my office?

If you still need to have Amicus Attorney run from a server in your office, on-premise self-hosted deployment is the option for you.

What is Amicus case and matter management?

Case and matter management is the building blocks of your practice. Amicus makes all your client files instantly accessible to everyone on your team. Plus, it acts as your team’s administrative assistant, keeping tasks and deadlines organized. It’s the ultimate task manager that integrates with your case matters and rules-based calendaring.

How to unlink an amicus file from a QuickBooks job?

To unlink an Amicus File from a QuickBooks Job, perhaps because the wrong records were linked by mistake, you can click Unlink in the Amicus File’s Link Details dialog. This breaks the link between the Amicus File and the QuickBooks Job.

What information is needed to add a new file to Amicus?

This required information is: Primary Client, Client ID (or Full Client Name), Matter ID (or Full Matter Name), Responsible Lawyer, and File Type.

What is the US version of QuickBooks?

U.S. Editions only — QuickBooks Pro, Premier, or Enterprise • Installed on the workstations of users who wish to use the Link: − Amicus Attorney Workstation For a list of supported QuickBooks versions, see the

What is link guide?

Link Guideto gain an understanding of how data in the two applications will be exchanged and matched.

Does Amicus work with QuickBooks?

Client Bills are generated and paid within Amicus. Instead of exchanging Amicus Time Entries to QuickBooks, the Link sends Amicus Billing transactions (Receipts, General Retainer activity, Trust Receipts, Trust Checks, Trust to AR Transfers, and Trust File-to-File Transfers) to QuickBooks. During setup, billing-related posting options are provided and your Amicus accounts must be mapped to QuickBooks Accounts. QuickBooks Client Costs can be imported to Amicus as Expenses. The first and second parts of this

Who configures the link in Amicus?

The Link is configured by the Amicus Administrator from the Amicus Attorney Office module. When you set up the Link, you will need to complete several steps, listed below and described in more detail throughout this

Can you exchange Office Locations with QuickBooks?

Optionally, one of File Types, Billing Categories, Timekeepers, or Office Locations can be exchanged with QuickBooks Classes. Office Locations are stored as part of the Firm Member record—they are not technically mapped as an item, but rather added to QuickBooks during an exchange if necessary based on a text-string match.

How does Amicus practice management software help?

Amicus practice management software helps track your time with less effort, keeps every file organized, and makes your firm more profitable.

What is an amicus case?

Case and matter management is the building blocks of your practice. Amicus makes all your client files instantly accessible to everyone on your team. Plus, it acts as your team’s administrative assistant, keeping tasks and deadlines organized. It’s the ultimate task manager that integrates with your case matters and rules-based calendaring.

Can you subscribe to legal calendar rules?

Plus, your team can subscribe to legal calendar rule set updates and keep track of your cases, with notification of any changes, so you’re always up to date.