Accounting · Live now · Updated 2026-05-15
ClaireAI × QuickBooks Online
QuickBooks Online with trust-aware retainer posting.
What is the ClaireAI × QuickBooks Online integration?
The ClaireAI × QuickBooks Online integration routes retainer payments and trust deposits captured on intake calls directly into QuickBooks Online, your firm's accounting system, with matter-aware classification so funds land in the correct trust or operating account on the first try — no end-of-month reclassification cycle. When Claire collects a retainer over a connected payment gateway (LawPay, AffiniPay, or your preferred processor), the transaction is written to QuickBooks Online with matter number, practice area, client identifier, fee structure (flat / hourly / contingency), and IOLTA designation already mapped from your firm's chart of accounts. Month-end reconciliation effort drops sharply because there is no human reclassification step on Claire-originated transactions. Voided retainers and partial refunds flow through to QuickBooks Online as offsetting entries with full audit trail back to the originating call. Connection runs over the official public API; setup is typically a 30-minute pairing session with your bookkeeper.
Sync map
What does ClaireAI sync to QuickBooks Online?
How it works
How does ClaireAI work with QuickBooks Online?
01
Retainer payment posts to QuickBooks Online
When Claire collects a retainer on the call, the transaction routes to QuickBooks Online with matter number, client identifier, and trust/operating designation pre-mapped — no manual reclassification.
02
Month-end reconciliation, without the cleanup
Because every Claire-originated transaction lands in the right QuickBooks Online account on day one, your bookkeeper's month-end work shrinks to exception handling instead of full reclassification.
03
Refunds and voids handled cleanly
Voided retainers and partial refunds flow through to QuickBooks Online as offsetting entries with full audit trail back to the originating intake call.
Setup
How long does QuickBooks Online setup take?
Under an hour for most U.S. law firms. No IT involvement required.
- 01
Sign in to QuickBooks Online with an admin account and approve the OAuth scope ClaireAI requests.
- 02
In the ClaireAI Control Room, open Settings → Integrations → QuickBooks Online. Paste your QuickBooks Online account name and click Connect.
- 03
Map your QuickBooks Online chart of accounts to Claire's intake schema. Most firms accept the defaults; personal-injury, criminal, and family-law presets ship out of the box.
- 04
Run a test call. New trust transactions land in QuickBooks Online within 5 seconds of hang-up. You're live.
FAQ
QuickBooks Online integration questions, answered.
How does ClaireAI integrate with QuickBooks Online?
Claire posts retainer transactions, refunds, and voids to QuickBooks Online via the official API, with matter and client linkage already mapped. Your bookkeeper sees transactions land in the correct account on the first pass.
Will trust funds land in the wrong account?
No. IOLTA designation is set per matter type during onboarding. Claire-originated transactions carry the designation through to QuickBooks Online, so trust funds route to trust accounts and earned fees to operating — every time.
What happens at month-end?
Reconciliation effort drops sharply because there is no Claire-originated reclassification work. Your bookkeeper sees a clean ledger in QuickBooks Online ready for normal close procedures.
How long does QuickBooks Online integration setup take?
Most firms are live with QuickBooks Online inside an hour: OAuth or API-key connection (under 5 minutes), field mapping with our team (20–30 minutes), test calls (15 minutes), then go-live on real traffic. No IT involvement required on the firm side.
See Claire push a real call into QuickBooks Online.
Book a 20-minute walkthrough. We'll run a live test call against your QuickBooks Online sandbox.
Book a demo