Your configuration can be set to assign all bills to the primary plaintiff or shared amongst all plaintiffs. The integration can assign the bill to a primary plaintiff or to specific plaintiffs from the case. You will need to provide us a screen shot with a sample of how your customers are created in QuickBooks which display the customer naming pattern and case file number.

The Case Number can be stored at the end of the Customer Name example John Smith 1234

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 ģ. It is preferred that the QuickBooks Web Connector be installed and be running on the users workstation. Please verify as some IT professionals may not perform a full install. Please note the QuickBooks Web Connector (QBWC) is typically installed when QuickBooks is initially installed on the server. 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. You must have the QuickBooks Web Connector installed. QuickBooks SDK 13.0 must also be installed on this server. QuickBooks must be installed on the same server SmartAdvocate is installed. This integration requires QuickBooks version 14 or newer.

Quickbooks sdk 13 session manager