Integrate Litify and QuickBooks Online
Transform your law firm’s operations by integrating Litify, the leading legal CRM built on Salesforce, with QuickBooks Online, the cloud-based accounting solution trusted by millions. Effortlessly sync client information, invoices, trust accounts, and financial reports in a unified, real-time workflow.
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Why Integrate Litify with QuickBooks Online
Connect Litify with QuickBooks Online to automate billing, sync client data, and streamline financial reporting for law firms, all in the cloud.
Automate Billing Workflows
Sync time entries and expenses to eliminate manual invoicing.
Real-Time Updates
Keep client records, matters, invoices, and payments updated instantly .
Advanced Financial Insights
Combine case data with reporting tools for real-time financial visibility.
Access Anywhere
Leverage the integration platform to manage finances and sync data as needed
Compliant Trust Accounting
Easily manage trust accounts, ensuring compliance with legal regulations.
Reduced Administrative Overhead
Automate double data entry and reconciliation, to free up staff to focus on casework.
Who's this for
Who benefits from this Integration
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Law Firms
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Personal Injury Firms
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Legal Departments
Automate billing, sync case and financial data, and manage complex transactions with mobile access, real-time budgeting, and compliant trust disbursements, all scalable via cloud solutions.
Why Choose Us?
Experience and Expertise
Proven track record in case management and accounting integrations, delivering effective and user-friendly solutions.
Quick Deployment
Get up and running within hours, ensuring minimal disruption to your operations.
Customizable to Your Needs
Tailored integration with custom field mappings and workflow adjustments to fit your requirements.
Exceptional Support
Dedicated support team available at every stage, from setup to ongoing maintenance.
Our Solution
Seamless Data Synchronization
Sync clients, matters, time entries, expenses, invoices, and payments between Litify and QuickBooks Online instantly.
Custom Object Mapping
Automated map Litify custom objects (e.g., Matters, Intakes) to QuickBooks Online entities (e.g., Customers, Invoices) with prebuilt connectors for tailored workflows.
Integration Setup in Minutes
Get integrations live in minutes: use our streamlined 3-step ‘Connect-Setup-Run’ process with prebuilt connectors and quick form-based configuration.
Secure and Reliable Integration
Advanced encryption, compliance with GDPR and CCPA, and robust error handling to protect data and resolve issues promptly.
How it works
Integrate in Three Simple Steps
Request Litify and QuickBooks Online Demo
See DBSync in Action
Tired of manual data entry and costly errors between Litify and QuickBooks? Our integration automatically syncs your data, freeing you to concentrate on clients and cases while we enhance your operations.
Effortless Integration
Connect Litify with your QuickBooks Online or Desktop,for a seamless flow of customer and financial information.
Automated Workflows
Simplify tasks by automating the synchronization of contacts, invoices, payments, and product catalogs between HubSpot and QuickBooks.
Continuous Sync
Keep your client details, financial records, and product information consistently updated across Litify, QuickBooks Online/Desktop, and your other connected systems.
FAQs
Find quick answers to common questions instantly. Still searching? Our experts are ready to help. Contact us to discuss your unique situation and goals.
It connects Litify (Salesforce-based CRM) with QuickBooks Online, syncing clients, matters, invoices, and payments in real time for automated billing and trust accounting.
No technical expertise is required. Our user-friendly interface and setup wizard guide you through the process. Our support team is also available to assist.
15-30 minutes with our guided wizard. You can reach out to our support team for any additional help.
Data (clients, invoices, payments) syncs instantly or on a schedule between Litify and QuickBooks Online.
Yes, map Litify custom objects to QuickBooks Online fields for tailored workflows.
Automated alerts and logs help you resolve issues quickly, with our AI assistant availaible within the tool.
We support both complete and incremental synchronization. The connector automatically tracks the last record processed so that you can synchronize only the updated records and never miss a record.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process
Get started
Ready to Transform Your Legal and Financial Operations?
Contact Integration Expert
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