EditPurpose
To list the steps needed to set up LegalSuite to work with Quickbooks.
EditLocations Used
Accounting, Customer Setup
EditOverview
The following is required in order to setup LegalSuite to use Quickbooks:
1. SSL Certificate
2. Dedicated IP address
3. Define "Trans from LS" user in Quickbooks Customer Center.
4. GL numbers for LegalSuite need to be set in GL Interface Maintenance. This includes Accounts Receivable, Sales, Inventory, Cash, and Sales Tax.
5. The Terms used in the LegalSuite system must match with what Quickbooks uses, at least the ones for Vendors.