This article shows how you can send accounting details seamlessly with the new Sync with Unity Accounting feature.

When working on a Unity matter, the "Sync with Unity® Accounting" feature will allow the Statement of Account data to be received in Unity® Accounting for import to your client accounting files.

The information populated in the Statement of Account in Unity® can be sent directly to Unity® Accounting. View this Quick Start Guide to turn on the integration and begin transferring data to Unity® Accounting seamlessly.

DOWNLOAD THE QUICK START GUIDE HERE

Administrators Guide

A Billing or Admin user must first ensure your settings and GL codes are set up appropriately. Please review the Administrator's Guide in detail before you begin transferring data to Unity® Accounting.

View the Administrators Guide here: https://solutions.dyedurham.ca/knowledge-base/integrations/unity-practice-management-unity-accounting-administrators-guide

Training Resources

Looking for training? View our training option for this topic below:

Syncing Unity & Unity Accounting

In this webinar, you will learn how to sync Unity and Unity Accounting and pull in your real estate-related disbursements and fees.

Register Here: https://calendly.com/unity-group-training

Step by Step Video Guide

1. Entering GL Codes into Unity : https://vimeo.com/976943510
2. Entering Explanation Listings : https://vimeo.com/976943583
3. Setting Up your Matter in Unity and Unity Accounting : https://vimeo.com/976943630
4. Matching your Disbursements in the Statement of Account to your GL Accounts : https://vimeo.com/976943665
5. Entering Disbursement Codes into Unity Accounting : https://vimeo.com/976943721
6. Syncing Unity with Unity Accounting : https://vimeo.com/976943779