Firm Enabled QuickBooks
ZenCase Administrators have the ability to enable QuickBooks for the entire firm. Once QuickBooks is setup and enabled, then creating of expenses, invoices, payments, and trust transactions will automatically send the corresponding items to Quickbooks.
Manually Send Expense To QuickBooks
If Quickbooks is enabled and there are existing items in ZenCase, then you will see a "Send to Quickbooks" action under the table action column.
Go to Time & Expenses page by clicking on the "Time & Expenses" button in the left navigation bar.
On the Time & Expenses list page, you will see a table of all the time entries, fixed fees, and expenses.
Click "All Filters" button and scroll down.
Under "Charge Type", select "Expense".
Click "Apply Filters" in the top right of the pop up panel.
You will now see all expenses in the table.
Scroll to the right, you should see a column for "In QuickBooks"
You will see "Not in QuickBooks" for items not automatically sent to QuickBooks.
You will see "View in QuickBooks" link which you can click to view the item directly in QuickBooks
If the column "In QuickBooks" is not displayed, click on "Settings" in the top right of the table.
Check enable the "In QuickBooks" column to display.
Under the "Action" column, click the three dots "..." button.
Click "Send to QuickBooks"
Congratulations! You have successfully sent the expense to QuickBooks.
Let us know if you have any questions!