---
title: "Syncing Finances: Prima.Law and QuickBooks Online"
url: "https://primalaw.productfruits.help/en/article/syncing-finances-primalaw-and-quickbooks-online"
language: "en"
last_updated: "2026-03-09T20:08:55.879Z"
---

# Syncing Finances: Prima.Law and QuickBooks Online

Keep your bookkeeping up to date by automatically syncing payments and invoices from Prima.Law to QuickBooks.

#### Introduction

Manual data entry in accounting leads to errors and missed reconciliations. By connecting Prima.Law with **QuickBooks Online** via Zapier, you ensure that every financial transaction in your case management system is reflected in your accounting software in real-time.

#### Common Workflows

-   **Automatic Invoice Creation:** When a new invoice is generated in Prima.Law, Zapier can create a matching invoice in QuickBooks.
-   **Payment Synchronization:** As soon as a payment is recorded in Prima.Law, the corresponding "Receive Payment" entry is created in QuickBooks to close the invoice.
-   **Client Sync:** Automatically create a new "Customer" in QuickBooks whenever a new Client or Case is opened in Prima.Law.

#### Key Steps to Configure

1.  **Trigger:** Select "New Invoice" or "New Payment" in the Prima.Law Zapier app.
2.  **Action:** Select QuickBooks Online and choose "Create Invoice" or "Create Sales Receipt."
3.  **Mapping:** Map the client’s name, the amount, and the service description to the QuickBooks fields.
4.  **Important Note:** Ensure that your "Service Items" in QuickBooks match the descriptions used in Prima.Law for seamless categorization.

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### Artículo 5: Managing Appointments: Calendly & Google Calendar

**Description:** Automatically link your consultations and deadlines to Prima.Law to never miss an appointment.

#### Introduction

Managing a legal calendar requires precision. Integrating scheduling tools like **Calendly** or **Google Calendar** with Prima.Law ensures that every consultation is logged and every deadline is tracked within the client's file.

#### Common Workflows

-   **Automated Lead Creation from Calendly:** When a prospect books a consultation via Calendly, Zapier creates a new **Lead** in Prima.Law with the meeting details already attached.
-   **Case Deadline Sync:** When a "Court Date" or "Deadline" task is created in Prima.Law, automatically add it to your firm’s Master Google Calendar.
-   **Internal Reminders:** Set up automated Slack or SMS reminders for your team 24 hours before a scheduled meeting in Prima.Law.

#### Key Steps to Configure

1.  **Trigger:** Select "Invitee Created" in Calendly or "New Event" in Google Calendar.
2.  **Action:** Select Prima.Law and choose "Create Lead" or "Create Task/Note" in the relevant case.
3.  **Mapping:** Use the meeting time and the invitee's contact information to fill out the Prima.Law record.
4.  **Test:** Ensure the time zones are correctly synchronized between both platforms to avoid scheduling conflicts.