Connect QuickBooks Online once. From then on every invoice you send from Lexfill appears in your books under the right client, every payment posts against it — card, check, cash, or Zelle — and every refund or void is mirrored. Your accountant keeps working in QuickBooks. Your team never re-enters an invoice.
Retainers, filing fees, installment plans, the odd check dropped at the front desk — every dollar a client owes or pays lives on a Lexfill invoice, and every Lexfill invoice lives in QuickBooks.
Open Settings, choose QuickBooks, press Connect, and sign in to your QuickBooks Online company. That's the entire setup — no CSV templates, no field mapping, no call with your accountant. From that moment on, every new invoice and payment finds its own way into your books.
Build the invoice the way you always do — legal services, filing fees, a discount, an installment plan — and send it. It appears in QuickBooks under the client's name with the same line items, the same due date, and your own invoice number with a LEXFILL- prefix, so it never collides with anything your firm already numbers there.
A client pays online and the payment is on the QuickBooks invoice before you've read the notification. Someone hands over a check or sends a Zelle, you record it on the invoice, and QuickBooks gets that too, marked as a check or a Zelle. Refund part of a payment and the QuickBooks record shrinks to match; void an invoice and it's voided in both places.
Everything that moves money on a client invoice. When you send an invoice from Lexfill it appears in QuickBooks Online under the right client, with its line items. When a payment comes in — the client pays online, or you record a check, cash, or Zelle by hand — it posts against that invoice, payment method included. Refunds and voids are mirrored the same way. It is one-way, Lexfill to QuickBooks, so your books follow your practice without anyone entering the same invoice twice.
Once, from Settings. Open Settings, choose QuickBooks, press Connect, and sign in to QuickBooks in the window that opens. That is the whole setup — no file exports, no field mapping, no accountant configuration. From that moment every new invoice and payment syncs on its own.
No. Invoices from Lexfill carry your Lexfill invoice number with a LEXFILL- prefix, so they sit alongside anything your firm already numbers in QuickBooks without overlapping, and your bookkeeper can tell at a glance which records came from your case management system.
They sync exactly like online payments. Record the payment on the invoice in Lexfill, pick the method, add a note if you like, and QuickBooks receives a payment against that invoice with the matching payment method. If you later delete a recorded payment in Lexfill, it is removed from QuickBooks too.
Voiding an invoice in Lexfill voids it in QuickBooks. A full refund removes the payment from QuickBooks; a partial refund updates it to the amount the client actually kept paying. Nothing needs to be corrected in two places.
No. Lexfill runs the practice — intake, forms, documents, invoicing, and client payments. QuickBooks stays the firm's accounting system, and your accountant keeps working there the way they always have. The integration simply means the invoicing side of QuickBooks fills itself in.
QuickBooks Online. Any QuickBooks Online company can be connected by the firm owner from Settings.
Invoicing is one part of a full immigration practice platform — guided intakes, form filling, document intelligence, and AI review across your caseload.
Create your firm workspace, connect QuickBooks from Settings, and send an invoice — it will be in your books before the client opens the email.