QuickBooks Integration Questionnaire

SmartAdvocate | QuickBooks Integration Questionnaire

All data collected in this process and information shared back to customer and or vendor is confidential and proprietary. Treat your data as if your business depends on it - we do!

Company/Client Information

Please complete each field.
Firm Name
Primary Contact Name*

First NameLast Name
Primary Contact Email*
example@example.com
Primary Contact Cell Phone*
Format: (000) 000-0000.

SmartAdvocate | QuickBooks Integration Information

Please complete each field.
Please provide the QuickBooks file full network path:*
Please advise the name of the expense account to be used for bills created by the SmartAdvocate-QuickBooks integration as a default Expense account.*
The integration will match the SmartAdvocate disbursements types with the list of existing accounts in QuickBooks. If there is no match, the "default" account will be used. This should be an existing account in QuickBooks.
Please advise how customers (plaintiff's) are created in QuickBooks. *
There are three options for Case Number location. (i.e. Case Number stored in the Job field, Case Number followed by Customer Name, e.g., 1234 John Smith or Customer Name followed by Case Number, e.g., John Smith 1234)
Please provide us with a screenshot of an example for how your customers are created in QuickBooks.

Cancelof

Should the integration assign all bills and disbursements to:*

Only the primary plaintiff of the caseAll plaintiffs in the case
When transferring data from QuickBooks to SmartAdvocate, if the integration is unable to find a match for contact/customer from QuickBooks, should it assign bills and disbursements to:*

Only the primary plaintiff of the caseAll plaintiffs in the case
If classes are used in QuickBooks to separate your case types, provide the names of the classes that match your SmartAdvocate Case Groups.
For example: the class in QuickBooks for Mass Tort would be mapped to SmartAdvocate case group Mass Tort, and class for Single Event would be mapped to SmartAdvocate case group Personal Injury. When exporting bills from SmartAdvocate, the SmartAdvocate-QuickBooks Integration will try to match SmartAdvocate Case Types and Case Groups to existing QuickBooks classes. It will use a “default” if there is no match.
Do you need a disbursement limit set for the amount allowed to be exported from SmartAdvocate to QuickBooks? If yes, please specify in the following question.*

NoYes
Please advise the limit amount:
Please note: enter 1000 for $1,000.00
The name of the QuickBooks Account Payable that will be used for bills coming from SmartAdvocate.
If none is specified, the default QuickBooks account will be used.
List the name(s) of the QuickBooks Bank Account(s) from which checks and payments should be transferred.*
Select the Plaintiff name pattern for customers within QuickBooks.*
Name parts placeholders are %FN = first name, %MN = middle name, %MI = middle initial, %MIP = middle initial with period, %LN = last name, %PR = prefix.
Should be Empty:

SmartAdvocate | QuickBooks Integration Questionnaire

Company/Client Information

SmartAdvocate | QuickBooks Integration Information