Legal Billing Integration

Connect Your Legal Billing
to QuickBooks or Xero

Your practice management system creates invoices. Your accounting system tracks the money. Right now someone is entering it in both places. We connect them so invoices, payments, and trust accounting sync automatically.

Get Your Billing Connected

The Problem

Double Entry Between Legal Billing and Accounting

Your practice management platform tracks time, generates invoices, and records payments. Your accounting system tracks revenue, expenses, trust accounts, and tax reporting. The same financial data lives in both places.

Someone on your team — or your bookkeeper — is entering invoices in your PM system and then again in QuickBooks. Payments are recorded in one system and manually updated in the other. Trust deposits and transfers are tracked in a spreadsheet because neither system handles the full picture on its own.

This isn't just a time problem. It's an accuracy problem. Mismatched records between legal billing and accounting create reconciliation headaches, delayed financials, and trust accounting errors that can trigger bar complaints.

What goes wrong with manual sync:

Double data entry Every invoice, every payment, every client deposit entered in two systems. Hours of bookkeeping that shouldn't exist.
Numbers don't match A payment recorded in Clio but not in QuickBooks. An invoice in QuickBooks with the wrong amount. Month-end reconciliation takes hours.
Trust accounting gaps Trust deposits, earned fee transfers, and IOLTA transactions tracked in spreadsheets because neither system tells the whole story.
Delayed financials You can't see your real revenue or outstanding receivables until someone catches up on data entry.

What Syncs

Data That Flows Between Systems

Here's what we connect between your legal billing platform and your accounting system.

Invoices

Invoices created in your PM system automatically appear in QuickBooks or Xero. Line items, amounts, client info, and matter references all mapped correctly.

Payments

Payments recorded in your PM system or through LawPay sync to the correct invoice in accounting. Payment status stays current in both places.

Trust Accounting

Client retainer deposits map to your IOLTA trust account. Earned fee transfers move to operating. The integration respects the separation your bar requires.

Client Contacts

Clients created in your PM system sync to QuickBooks or Xero as customers. No maintaining contact lists in two places.

Revenue by Matter

Revenue tracked by client and matter so you can see profitability by practice area, attorney, or matter type in your accounting reports.

Two-Way Status

Payment status updates flow both directions. When a payment clears in accounting, your PM system reflects it. When a retainer is applied in PM, accounting is updated.

Accounting Platforms

QuickBooks and Xero

We integrate legal billing with both major cloud accounting platforms.

QuickBooks Online

QuickBooks dominates the legal market. Most law firm bookkeepers and accountants know it. If your accountant expects QuickBooks, that's a valid reason to stay on it.

  • Most law firm accountants know it
  • Large ecosystem of add-ons
  • Trust account tracking with proper setup

Xero

Xero has a cleaner API and better developer experience, which typically means smoother integrations. If you're not locked into QuickBooks, Xero is worth considering.

  • Cleaner API for integration work
  • Better multi-currency support
  • Strong bank reconciliation features

Legal Billing Platforms

Practice Management Platforms We Connect

We build billing integrations for the platforms law firms actually use.

Clio

Has native QB sync — custom fills gaps

Lawcus

Clean API, limited native accounting

PracticePanther

Has QB integration — custom for edge cases

CosmoLex

Built-in accounting — connect to external

MyCase

Billing API available

Others

Any PM with billing API

The Big Picture

How It All Connects

Legal billing to QuickBooks integration showing bidirectional data sync

FAQ

Common Questions About Legal Billing Integration

Which legal billing platforms do you connect to QuickBooks?

Clio, Lawcus, PracticePanther, CosmoLex, MyCase, and others with billing APIs. If your PM generates invoices and has an API, we can connect it.

Do you also work with Xero?

Yes. We integrate with both QuickBooks and Xero. We actually prefer Xero's API, but we work with whichever platform your firm uses.

How does trust accounting work?

Trust deposits map to your IOLTA account. Earned fee transfers move to operating. The integration respects the separation and maps to your chart of accounts.

Don't some PM platforms already sync with QuickBooks?

Some do. Native sync works for basic cases but can struggle with trust accounting, custom chart of accounts, or multi-entity firms. Custom work fills those gaps.

What data syncs between systems?

Invoices, payments, trust deposits, earned fee transfers, and client contacts. Revenue is tracked by matter for practice area and attorney profitability reporting.

How Many Hours Does Your Bookkeeper Spend on Double Entry?

Tell us what legal billing platform you're using and what accounting system you're on. We'll show you what can be automated.

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