Setting up a Timekeeper in Amicus to Post to QuickBooks

There are a few steps that must be taken in both Amicus and QuickBooks for a new user to post time.

Prerequisites:

1

In Amicus mark the user as a Timekeeper in their User Management profile

2

Set up their user rates in their User Management Profile

3

Makde sure that they are selected as a Timekeeper, also in their User management profile

QuickBooks Preparation:

1

Add the user as an Employee in QuickBooks – see QuickBooks KB here

2

Add the same user as a Sales Rep in QuickBooks – see QuickBooks KB here

3

In the main Item list add the user – see QuickBooks KB here

4

In the main Item list create their rates as sub items of your main account (generally Legal Fee Income)- see the above KB for adding to main item list

Map the Employee in Amicus

1

Access the Amicus server

2

Access Firm Settings

3

Access Time – Accounting

4

Select Configure

5

Go to Step 3

6

Use the arrow right to navigate to the mapping screen and select the Amicus user on the one side and the QuickBooks user on the other side and select Map.

For more information on this see page 25 of the QuickBooks Link Guide