<![CDATA[Help setting up billing categories and integrating quickbooks]]>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.

]]>http://forum.appcoll.com/topic/366/help-setting-up-billing-categories-and-integrating-quickbooksRSS for NodeMon, 13 Jul 2026 21:17:33 GMTFri, 17 Oct 2025 19:25:00 GMT60<![CDATA[Reply to Help setting up billing categories and integrating quickbooks on Sat, 29 Nov 2025 16:47:11 GMT]]>I have come to the conclusion that I cannot really use Quickbooks for any statistical profitability analysis or that sort of thing - really one stream of income seems to map over - all that needs to rely on AppColl reporting. QB will only be able to handle my highest level P&L.

]]>http://forum.appcoll.com/post/1059http://forum.appcoll.com/post/1059Sat, 29 Nov 2025 16:47:11 GMT<![CDATA[Reply to Help setting up billing categories and integrating quickbooks on Tue, 21 Oct 2025 17:39:18 GMT]]>Hi Darin,

Could you submit a formal request to support@appcoll.com to set up a call to get you comfortable with this type of setup?

Thanks.

]]>http://forum.appcoll.com/post/1035http://forum.appcoll.com/post/1035Tue, 21 Oct 2025 17:39:18 GMT<![CDATA[Reply to Help setting up billing categories and integrating quickbooks on Fri, 17 Oct 2025 19:27:18 GMT]]>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.

]]>http://forum.appcoll.com/post/1034http://forum.appcoll.com/post/1034Fri, 17 Oct 2025 19:27:18 GMT