Practice Pro

SurePoint Pro Add-On for Outlook

How do I find expenses that are not in QuickBooks?

SurePoint Pro - How do I find expenses that are not in QuickBooks?

SurePoint Pro - Lawmatics Integration

SurePoint Pro - Law Toolbox Integration.

SurePoint Pro - Law Toolbox Integration. FAQ's

Keith Bell

Eddie Jackson

Mike Stephens

Instructions for connecting and using each of SurePoint Pro's supported integrations

Integrations

How To Restore A Deleted Document In SurePoint Pro

User: How To Restore A Deleted Document

Finance Pro - New Accounting and Financial visibility

File Storage Solutions (NetDocuments, iManage Beta, Box, SharePoint)

How to Setup and Configure Your NetDocuments Cabinet for SurePoint Practice Pro

Admin: Setup NetDocuments for SurePoint Pro

How To Integrate SurePoint Practice Pro With Your NetDocuments Repository/Cabinet

Admin: Integrate File Management with NetDocuments

How To Connect To NetDocuments In SurePoint Pro To Manage Files For Your Clients And Matters

User: Connect To NetDocuments To Manage Files

Common NetDocuments Permissions Troubleshooting Solutions With The SurePoint Pro Box Integration

User: NetDocuments Troubleshooting Creating Contacts, Matters, Or Documents

Contact Or Matter Not Connecting To NetDocuments in SurePoint Pro

User: Contact Or Matter Not Linking To NetDocuments

NetDocuments Integration

How To Integrate SurePoint Pro With Your Box.com Account

Admin: Integrate File Management with Box.com

How To Connect To Box.com In SurePoint Pro To Manage Files For Your Clients And Matters

User: Connect To Box.com To Manage Files

Common Box Login Troubleshooting Solutions With The SurePoint Pro Box Integration

User: Box Troubleshooting Login

Common Box File Download and Edit Troubleshooting Solutions with the SurePoint Practice Pro (formerly ZenCase) Box Integration

User: Box Troubleshooting Can't Edit or Download File

Box Integration

How To Setup And Configure Your SharePoint Document Library For SurePoint Pro

Admin: Setup SharePoint For SurePoint Pro

How To Integrate SurePoint Pro With SharePoint Account

Admin: Integrate File Management with SharePoint

SharePoint Integration

How To Setup And Configure Your iManage Cloud Document Library For SurePoint Pro

Admin: Setup iManage Cloud For SurePoint Pro

How To Integrate Practice Pro With Your iManage Library

Admin: Integrate File Management with iManage

How To Connect To iManage In SurePoint Pro To Manage Files For Your Clients And Matters

User: Connect To iManage To Manage Files

iManage Integration

How to Connect to Office 365 In Practice Pro to Manage Your Calendar, Contacts, and Documents

User: Connect To Office 365 To Manage Calendar, Contacts, And Documents

How To Setup My Outlook Calendar To Share With Another Member

User: How To Share My Calendar In Outlook

Common Outlook Troubleshooting Solutions For Can't View Shared Calendar With The SurePoint Pro Microsoft 365 Outlook Integration

User: Outlook Troubleshooting Can't View Shared Calendar In SurePoint Pro

Office 365 Integration

How To Integrate With Law Pay For Creating A Payment Link On Invoices in SurePoint Pro

Admin: Setup Law Pay For SurePoint Pro

How To Set Up E-Billing with LawPay in SurePoint Pro

Admin: How To Set Up E-Billing with LawPay

Law Pay Integration

SurePoint Pro Integration with Finance Core

Integrate SurePoint Pro with Finance Core

Finance Core Integration

Articles explaining the Lawmatics integration and the set up process

Lawmatics Integration

How To Setup And Configure Your QuickBooks Online Account For SurePoint Pro

Admin: Setup QuickBooks For SurePoint Pro

How to Integrate SurePoint Pro with your QuickBooks Account

Admin: Integrate Billing with QuickBooks

Common QuickBooks Troubleshooting Solutions Will Not Send To QuickBooks Online For SurePoint Pro QuickBooks Online Integration

Admin: Troubleshoot Will Not Send To QuickBooks Online In SurePoint Pro

QuickBooks Recommendations & Resources For SurePoint Pro Integration

QuickBooks Recommendations & Resources

Trust Account Data Migration for QuickBooks Online

How to Account for Partially Paid Invoices if the QuickBooks Online Integration is Set to Accrual (Expert Article for Data Migration Consultants)

How to Link Clients and Vendors to QuickBooks Customers

Link SurePoint Pro Clients and Vendors to Quickbooks Customers

Daryna Chorna

Quickbooks Online (QBO) Integration

www.surepoint.com

SurePoint Pro Home

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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