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https://recordings.join.me/0x_UrquGLk-t-TXrYfPWKQ

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Please click the link below to download the QuickBooks Integration Instructions:

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This integration requires QuickBooks version 14 or newer. QuickBooks must be installed on the same server SmartAdvocate is installed. QuickBooks SDK 13.0 must also be installed on this server. Here is a link for instructions: (

You can download the installer https://developersmartadvocate.intuitatlassian.comnet/docs/0200_quickbooks_desktop/0400_tools/quickbooks_desktop/download_the_sdk)wiki/download/attachments/457736281/qbfc13_0installer.zip?api=v2

You must have the QuickBooks Web Connector installed. The QuickBooks Web Connector is a software application that runs on Microsoft Windows that enables specially designed web-based applications to exchange data with QuickBooks products. Please note the QuickBooks Web Connector (QBWC) is typically installed when QuickBooks is initially installed on the server. Please verify as some IT professionals may not perform a full install. Kindly click the link below for instructions on downloading and installing the QuickBooks Web Connector:

https://developer.intuit.com/docs/0200_quickbooks_desktop/0100_essentials/quickbooks_web_connector   

It is preferred that the QuickBooks Web Connector be installed and be running on the users workstation. If you are installing the web connector on the users workstation you must also have your IT professional configure Port 443 (or Port 80) on your server https://smartadvocate.atlassian.net/l/c/BkHN739r

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SmartAdvocate uses name parts placeholders as follows:

%FN

First Name

%MN

Middle Name

%MI

Middle Initial

%MIP

Middle Initial with Period

%LN

Last Name

%PR

Prefix

Here are our available format combinations:

Plaintiff Name Pattern

Pattern Full Description

Example Name

%FN %LN

First Name Last Name

John Brown

%FN %MI %LN

First Name Middle Name Last Name

John Quincy Brown

%FN %MIP %LN

First Name Middle Initial Last Name

John Q Brown

%FN %MN %LN

First Name Middle Initial with Period Last Name

John Q. Brown

%PR %FN %LN

Prefix First Name Last Name

Mr. John Brown

%PR %FN %MI %LN

Prefix First Name Middle Name Last Name

Mr. John Quincy Brown

%PR %FN %MIP %LN

Prefix First Name Middle Initial Last Name

Mr. John Q Brown

%PR %FN %MN %LN

Prefix First Name Middle Initial with Period Last Name

Mr. John Q. Brown

%LN, %FN

Last Name, First Name

Brown, John

%LN, %FN %MN

Last Name, First Name Middle Name

Brown, John Quincy

%LN, %FN %MI

Last Name, First Name Middle Initial

Brown, John Q

%LN, %FN %MIP

Last Name, First Name Middle Initial with Period

Brown, John Q.

%PR %LN, %FN

Prefix Last Name, First Name

Mr. Brown, John

%PR %LN, %FN %MN

Prefix Last Name, First Name Middle Name

Mr. Brown, John Quincy

%PR %LN, %FN %MI

Prefix Last Name, First Name Middle Initial

Mr. Brown, John Q

%PR %LN, %FN %MIP

Prefix Last Name, First Name Middle Initial with Period

Mr. Brown, John Q.

%LN, %PR %FN

Last Name, Prefix First Name

Brown, Mr. John

%LN, %PR %FN %MN

Last Name, Prefix First Name Middle Name

Brown, Mr. John Quincy

%LN, %PR %FN %MI

Last Name, Prefix First Name Middle Initial

Brown, Mr. John Q

%LN, %PR %FN %MIP

Last Name, Prefix First Name Middle Initial with Period

Brown, Mr. John Q.

If the SmartAdvocate QuickBooks Integration is unable to find an exact match, a new customer will be created by the SmartAdvocate QuickBooks Integration in QuickBooks and you might end up with two of the same customers.

The SmartAdvocate file number must be associated to the customer within QuickBooks. There are three options for Case Number location within QuickBooks.

  1. 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:

  1. 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.

  2. QuickBooks expenses are matched (if configured) to SmartAdvocate Disbursement types.

  3. 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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Note

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.”