Article ID: 8119

Setting up the QuickBooks Link at the Program Level

Take the following steps to set up the QuickBooks link at the Program Level:

  1. Verify that your version of QuickBooks is compatible with your version of LexisNexis Total Practice Advantage.

    2. NOTE: You must install QuickBooks on each computer that you want to use the link.
  2. Open QuickBooks and the company file for which you want to set up the real-time link.
  3. Open LexisNexis Total Practice Advantage.
  4. Click File on the menu bar and select Setup, General, and Program Level to open the Program Level Setup window.
  5. Click Links.
  6. Click Billing under Links.
    NOTE: If you do not see Billing, contact Customer Support.
  7. Click to check the Activate Billing box.
  8. Select QuickBooks from the Select Billing Link drop-down list.
  9. Click Set Billing Options to open the QuickBooks Billing Setup window.
  10. Click the General tab.
  11. Complete the QuickBooks Billing Setup window General tab.
  12. Click the File Locations tab.
  13. Enter the location of the QuickBooks Company File in the QuickBooks Company File field.
    NOTE: You can click Ellipsis Icon next to the QuickBooks Company File field to browse for the Company File.
  14. Click the Client Options tab.
  15. Complete the QuickBooks Billing Setup window Client Options tab.
  16. Click the Rates tab.
  17. Complete the QuickBooks Billing Setup window Rates tab.
  18. Click OK to save the settings and close the QuickBooks Billing Setup window.
  19. Click OK to close the Program Level Setup window.
  20. Verify that QuickBooks is still open.
  21. Click File on the LexisNexis Total Practice Advantage menu bar and select Exit to close LexisNexis Total Practice Advantage.
  22. Open LexisNexis Total Practice Advantage.
  23. Click File on the LexisNexis Total Practice Advantage menu bar and select Setup, General, and Program Level to open the Program Level Setup window.
  24. Click Links.
  25. Click Billing under Links.
  26. Click Set Billing Options to open the QuickBooks Billing Setup window.
  27. Click the Setup tab to initialize the QuickBooks link.
    NOTE: The QuickBooks application opens the QuickBooks - Application Certificate window.
  28. Select Yes, Always on the QuickBooks - Application Certificate window.
  29. Select the QuickBooks User ID that you want to use from the Login as drop-down list.
  30. Click Continue to open the Access Confirmation window.
  31. Click Done to close the Access Confirmation and QuickBooks - Application Certificate windows.
  32. Complete the QuickBooks Billing Setup window Setup tab.
  33. Click the Matching tab.
  34. Complete the QuickBooks Billing Setup window Matching tab.
  35. Click OK to close the QuickBooks Billing Setup window.
  36. Click OK to close the Program Level Setup window.
  37. Set up the QuickBooks link at the User Level.