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QuickBooks Integration

The Prevail-QuickBooks Transfer Wizard is an add-on feature which allows the Prevail Ledger and Trust Ledger to communicate with QuickBooks. While in a matter, a QuickBooks Invoice or Check Request can be generated, and line items can easily be assigned to each. Prevail client information can be transferred to QuickBooks to create customers without the need for dual entry.

This feature is not available in PrevailLite.

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