Configuration

How to configure Medusa QB (Configure Menu)

Getting started (Configuration Wizard)
Before you will be able to process Invoices in QuickBooks, you will need to do at least some configuration in Medusa QB. This is done under the Configure me...
Tue, 2 Jul, 2019 at 10:28 AM
QB Connection
To set up a connection to QuickBooks (both Desktop & Online), from the main Medusa QB screen, go to Configure→QB Connection (or click the shortcut icon:...
Tue, 16 Jul, 2019 at 5:13 PM
ID Fields
A LEDES file usually requires four pieces of ID information for the overall invoice (not line item).  These are Client ID, Law Firm Matter ID, Client Matte...
Wed, 17 Jul, 2019 at 12:09 PM
UTBMS Fields
How do I add UTBMS (Task/Activy/Expense) codes to QuickBooks and get them to come into my LEDES file? UTBMS (Task/Activy/Expense) codes may or may not...
Tue, 30 Jul, 2019 at 10:56 AM
Timekeepers
Timekeeper ID information can come from various columns in your QB Invoices. To select which one, use the Timekeeper Field Setup as shown below. You may...
Fri, 6 Aug, 2021 at 11:07 AM
Filter & Batch Settings
Please contact doh@bridgedanalytics for instructions on Filter & Batch Settings.
Fri, 6 Aug, 2021 at 3:03 PM
Invoice Description & Misc. Settings
The Invoice Description is many times an optional field that can be used for your own purposes.  Many clients leave this blank, or use the same wo...
Fri, 6 Aug, 2021 at 3:09 PM
Profiles
To add a new client to your Medusa QB software, you will likely want to add them as a new Profile. To create a new profile go to Configure→Profiles or c...
Fri, 6 Aug, 2021 at 3:11 PM