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The SmartAdvocate file number must be associated to the customer within QuickBooks. There are three options for Case Number location within QuickBooks.
The Case Number can be stored in the Job name.
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2. The Case Number can be stored at the beginning of the Customer Name example 1234 John Smith
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Upon completion and installation of the SmartAdvocate Integration component, we will schedule a screen share session with your QuickBooks Administrator (or staff member who has administrative QuickBooks access) to complete the SmartAdvocate QuickBooks Integration.
Note:
Data from QuickBooks to SmartAdvocate is loaded from the last update. The QuickBooks integration will attempt to update any information that was added or modified in QuickBooks to SmartAdvocate if the Web Connector was disabled temporarily for any reason.
QuickBooks expenses are matched (if configured) to SmartAdvocate Disbursement types.
We have a QuickBooks Disbursements Report under Reports > Financial Reports in SmartAdvocate. You are able subscribe to this report to receive information on the QuickBooks integration performance:
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A dedicated QuickBooks account is only needed if the WebConnector will be running automatically on the server. It does not require an extra QuickBooks license, just an account in QuickBooks. For most clients, WebConnector is setup to run on the workstation along with QuickBooks (this is the preferred configuration), so it will be running under the user who is logged-in to QuickBooks and no dedicated user is needed in this case.” |