CasePeer

CasePeer + QuickBooks Integration with QBIS

Seamless Legal Case, Billing & Accounting Sync

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Integration

CasePeer + QuickBooks

Sync Case Billing, Trust Accounting & Expenses Automatically

Connect Your Legal Case Data to QuickBooks in One Click

CasePeer helps law firms manage cases, client communication, expenses, and settlements. With QBIS Sync, all your billing entries, settlement amounts, trust transactions, and expenses flow directly into QuickBooks—removing manual work and ensuring accurate client accounting. Automate invoice syncing, track settlements error-free, and keep every legal financial record in one clean system.

Grow Your Firm

Streamline Case Management & Financial Accuracy

QBIS Sync eliminates repetitive administrative tasks, giving attorneys and staff more time to focus on cases. Sync client expenses, trust ledger entries, refunds, settlements, reimbursements, and disbursements with zero manual typing. This helps you maintain compliance, reduce errors, and speed up your entire accounting workflow.

Real-Time Automation

Instant Sync of Legal Billing & Trust Accounting

Get real-time visibility into your law firm’s financials. QBIS Sync ensures CasePeer transactions are automatically pushed to QuickBooks on demand. Monitor settlement status, track billables, and maintain trust accounting compliance—all updated instantly for accurate bookkeeping.

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FAQs

It automatically syncs case expenses, settlements, invoices, trust accounting entries, and reimbursements from CasePeer into QuickBooks using QBIS Sync, eliminating manual accounting work.

Yes. QBIS Sync can push trust deposits, disbursements, and settlement amounts from CasePeer directly into QuickBooks while maintaining clean trust accounting records.

Absolutely. All billable items, client expenses, court costs, and reimbursements can be synced from CasePeer into QuickBooks without manual entry.

Yes. QBIS Sync supports both QuickBooks Online and all versions of QuickBooks Desktop, making it flexible for any law firm’s accounting setup.

With QBIS Sync, you can sync data in real time or on a schedule. This ensures your case billing, settlements, and trust accounting stay updated whenever you need.

Contact Information

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USA Address (HQ)
15500 Voss Road, Suite #636 Sugar Land, TX 77498
India Address
QBIS Solution, India

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