QuickBooks
Keep your books perfectly synchronized with your case billing.
Docktix's QuickBooks integration eliminates the double-entry burden of posting case expenses and invoices in two separate systems. Time entries, expenses, retainer draws, and payments in Docktix automatically create the matching QuickBooks transactions — giving your bookkeeper a clean, up-to-date general ledger at all times.
KEY BENEFITS
What you unlock with QuickBooks
Automatic Invoice Posting
Docktix invoices are mirrored to QuickBooks as customer invoices the moment they are generated — no manual re-entry by your bookkeeper.
Expense Sync
Case costs entered in Docktix create vendor bills in QuickBooks automatically, maintaining a consistent chart of accounts without duplicate work.
Trust Account Ledger
Retainer deposits and draws sync to your IOLTA trust account in QuickBooks, keeping bar-required reconciliation accurate and always audit-ready.
Profitability Reporting
Combine Docktix's billing data with QuickBooks overhead to run true matter-level profitability reports and understand your most valuable case types.
COMMON USE CASES
How law firms use QuickBooks with Docktix
- Post retainer deposits to the trust account without double entry
- Sync all billable time to QuickBooks for month-end closeout
- Reconcile bank statements against Docktix billing records
- Generate profit-and-loss statements broken down by practice area
- Fulfill bar-association trust-account reconciliation requirements
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect QuickBooks?
Set up the QuickBooks integration in 15 minutes and start automating your case workflows today.
