Dashboard
Recent time entries
Retainer balances
Clients
| Client | Type | Rate / hr | Billing | Retainer balance | Direct balance | Payment | Status |
|---|
Time entries
| Date | Client | Hours | Description | Amount | Status |
|---|
Invoices
All unbilled time entries are shown below, grouped by client. Preview and send each invoice when ready.
Retainer accounts
Direct billing
Import clients
QuickBooks integration
Connect QuickBooks Online to sync clients, invoices, and retainer payments automatically.
QuickBooks Online
Sync clients, invoices, and retainer payments
What syncs to QuickBooks
Clients
New clients added here create matching customers in QuickBooks with name, address, email, and phone.
Invoices
Monthly invoices are pushed to QuickBooks as invoices with itemized time entry line items and totals.
Retainer payments
Retainer deposits sync as customer payments or trust account entries in QuickBooks.
Balance due
Outstanding balances and payments stay in sync so your books always match this system.