Help setting up billing categories and integrating quickbooks
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I am new to the system and setting up a new practice. Are there any resources showing a hypothetical practice and doing the admin setup in both QB and AppColl to gain best advantage of the sync? - best practices for billing categories and mapping to quickbooks and workflow between QB and AppColl? For example, what is best to do in quickbooks and what is best to do in AppColl through sync? Do I need to setup products/services in QB for example or just use Chart of Accounts for income tracking.
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I anticipate having standard products/services for prep/pros (patents/tms/copyrights) and study/opinion work, and transactional/licensing, and disputes and litigation. Tracking originated work separate from supporting work for fee sharing reporting would be helpful as well. Not sure whether to do that separately in QB somehow or if AppColl could manage that also.