How to Integrate Docketwise with QuickBooks?

If you are an immigration lawyer, you have likely come across Docketwise – unless you are already using it. Docketwise is marketed as an all-in-one case management software specifically designed for professionals practicing immigration law. It integrates essential features like case management, tracking, and assisted immigration form intake with advanced customer relationship management (CRM) capabilities, creating a unified service for managing your practice. Another advantage of Docketwise is that it is a cloud-based service, enabling users to access their accounts from any device and location if they have an internet connection. The platform has also been described as straightforward and user-friendly while offering flexibility in terms of third-party integrations and dedicated customer support.

The software is particularly useful for filling in immigration forms. Docketwise can be used to create custom questionnaires which are then used to automatically complete the applications. Docketwise also incorporates a multilingual feature to translate without having to leave the platform.

This article looks at how one can integrate Docketwise with QuickBooks to get the most out of both software.

Benefits of Integrating Docketwise with QuickBooks

The major benefits of integrating Docketwise and QuickBooks are:

• Integrating the two software reduces errors and improves the accuracy of records as data is automatically synced, eliminating the need for manual transfer.
• Practices have improved financial reporting capabilities due to the integration, enabling them to monitor transactions, manage budgets, and make data-driven decisions.
• A seamless synchronization between Docketwise and QuickBooks provides customers with detailed, accurate, and timely billing information, fostering trust between the firm and its clients.
• Integration also helps save time and reduces administrative burdens as manual data entry is no longer necessary. This gives the staff more time to focus on casework and better client service.

How to Integrate Docketwise with QuickBooks?

The steps mentioned below are for integration with QuickBooks Online.

• First, log in to your Docketwise and QuickBooks Online accounts.
• In the Docketwise panel, click on Settings and then Integrations.
• Click on the Activate QuickBooks button to initialize the integration.
• Map your Docketwise Services, Expenses, and Discounts to the appropriate account in QuickBooks on the page that pops up.
• Next, enter your time zone in the required field and click the Next Step button to proceed.
• (optional) For better trust request recording create a Trust Account and Trust Liability Account in QuickBooks and map it to the required field in the Docketwise page.
• Finally, click the Save and Return button to complete the integration.

You can synchronize records between Docketwise and QuickBooks by following these simple steps, taking your law practice one step closer to unlocking its full potential.

Leverage Apps4Rent to Optimize Docketwise Integration with QuickBooks

As already mentioned, integrating Docketwise and QuickBooks has plenty of upsides with almost no drawbacks. The only hurdle that might slow you down is the complexity of certain integration steps. Although seemingly simple, integrating two software programs can sometimes result in complicated situations that can grind your work to a halt.

This is where an experienced service provider like Apps4Rent comes in. We are an Intuit Authorized Hosting Provider with considerable experience hosting and integrating QuickBooks services. Apps4Rent also offers a variety of QuickBooks hosting plans hosted on top-of-the-line SSAE 16-certified data centers. By choosing Apps4Rent to integrate Docketwise with QuickBooks you get access to our experienced technical team, who will guide you through the process, and dedicated customer support, available throughout the day to address any technical problems.

Reach out to us by phone, chat, or mail to learn how we can help you.