QuickBooks Integration

Clarra offers the ability to integrate its own Accounting features with your existing Accounting software and workflows. Accounting Analytics in Clarra can provide useful insights, so even if you decide to continue managing your day-to-day Accounting needs in an external platform, you can sync them and utilize the analytical benefits of Clarra.

In Clarra, you can review your expenses, revenues, and payments to better understand a variety of key metrics. Clarra’s Accounting Analytics help you measure productivity, realization, collection, and profitability, making it easier to more effectively budget, allocate resources, and track performance by practice area. The easy-to-use filters let you ask and answer questions such as:

• How profitable am I in Matters with a certain Judge involved?
• How profitable am I in Matters involving a specific Insurer?
• How profitable are my Matters by practice area?
• How can I optimize utilization, realization, and collection to improve overall profitability?
• What cases are trending towards being unprofitable?

QuickBooks is one such integration that can be seamlessly synced with Clarra to keep your information and analytics up-to-date. You can integrate Clarra and QuickBooks by creating a Zap on Zapier, following the steps below. For a more detailed explanation of how to create no-code / low-code Zaps read our article here.

Integrate Clarra and QuickBooks:

1. First, sign up for a free account on Zapier 
2. Click this link to connect Clarra with Quickbooks
3. Select a Trigger Event
   1. Trigger Events initiate the Zap, and trigger subsequent Action Events
   2. The first step in a Zap will be a Trigger Event, followed by an Action Event
   3. If you want to sync Expenses in Clarra and QuickBooks, select “New Expense” as the Trigger Event in Clarra
4. Select an Action Event
   1. If you want to sync Expenses in Clarra and QuickBooks, select “Create Expense” as the Action Event in QuickBooks
   2. For the Expense example above, you could switch the Trigger and Action Events and still achieve the same synchronization goal. An Expense created in either Clarra or QuickBooks would be reflected in the other.
5. Click “Integrate for Free”
6. Select which account you will be using for each application
   1. For Clarra, connect your Clarra Account
   2. For QuickBooks, connect your QuickBooks Account
7. Press “Continue”
8. Configure the selected Events further
9. Press “Continue”
10. Test the Zap
11. Click “Publish” on the top right to publish the Zap, integrating Clarra with QuickBooks