Legal Payments Built for Quickbooks
Connect Confido with QuickBooks to accept trust and operating payments while keeping your accounting records current.
How the Integration Works
Confido and QuickBooks work together to connect online payment collection with your firm’s accounting process.
Connect Your Accounts
Map Confido’s trust and operating accounts to the corresponding accounts in your QuickBooks chart of accounts.
Send the Payment Link
Create a QuickBooks invoice and automatically include a secure Confido payment link for your client.
Record the Transaction
Completed payments update the associated invoice or appear as deposits in the mapped QuickBooks accounts.
Key Workflows
Manage the incoming payments and recurring collections that require more than standard QuickBooks payment tools.
Invoice Payments
Add secure payment links to QuickBooks invoices and apply completed payments to the correct balance.
Trust Deposits
Accept electronic trust payments and record them in the appropriate QuickBooks liability and bank accounts.
Payment Plans
Schedule recurring client payments in Confido and record each installment under the client’s QuickBooks account.
Client Record Sync
Import QuickBooks customers into Confido and automatically create new client records as they are added.
Why QuickBooks + Confido?
Confido and QuickBooks work together to connect legal payment collection with the records your firm relies on for accounting.
Proper Fund Handling
Keep trust and operating transactions mapped to their appropriate QuickBooks accounts.
Fewer Manual Entries
Record payments against invoices and client accounts without entering every transaction by hand.
Flexible Payment Options
Accept credit cards, debit cards, and ACH bank transfers through secure online checkout.
Clear Processing Costs
Use flat-rate pricing with no monthly, setup, or termination fees.
Explore the Partnership
Confido Legal & QuickBooks Team Up to Streamline Payment Processing for Law Firms
Dan Lear
Confido Legal is pleased to announce it's membership in the QuickBooks Solution Provider Program.
Episode 51: An Interview with Matt Bright of Intuit QuickBooks
Dan Lear
In this episode, Dan speaks with Matt Bright, Senior Product Specialist in the Partner Channel at Intuit.
How Immigration Law Firms Automate Payment Plans with QuickBooks
Emery Wager
Most immigration firms we encounter either predominantly or exclusively put clients on payments plans.
Can Law Firms Disburse Money Electronically?
Emery Wager
Especially for contingency-fee law firms, ensuring that electronic disbursements are made accurately, ethically, and securely is essential.
QuickBooks for Lawyers and Law Firms
Emery Wager
QuickBooks for lawyers. This article helps law firms determine how to accept and account for payments into a trust or IOLTA account.
Legal-ize QuickBooks with Confido Legal and LeanLaw
Emery Wager
The LeanLaw - Confido Legal - QuickBooks integration allows clients to send trust requests and get paid by credit/debit card or bank transfer (ACH)
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