Transaction history
Your General Ledger posts as journal entries after you review and confirm. (General Ledger)
PCLaw → QuickBooks Online
Move from PCLaw to QuickBooks in under an hour.
PCLaw Migrate helps law firms upload their accounting reports, match their accounts, and move their data into QuickBooks through a simple guided workflow.
Less manual work. Fewer spreadsheets. A faster path to QuickBooks.
- Under an hour End-to-end, for supported PCLaw exports.
- Encrypted Your files and QuickBooks tokens stay private.
- Reversible Roll an import back in one click if anything looks off.
What moves
More than just the General Ledger.
A law firm's books aren't one file. We handle the reports your firm actually has to bring across.
Account list
Matched against your QuickBooks accounts, with a side-by-side preview before anything is created. (Chart of Accounts)
Starting balances
Parsed and totaled. Used to seed opening balances and check the books later. (Trial Balance)
Client trust balances
Reconciled against your trust liability and trust bank totals. Never posted automatically. (Trust listings)
Client & matter A/R
Customers are created in QuickBooks as receivable lines post.
Vendor A/P
Vendors are created in QuickBooks as payable lines post.
Bank balances
Operating and trust bank totals are spot-checked during reconciliation.
Final reconciliation
A side-by-side balance check at switchover so you can confirm every dollar landed cleanly.
How it works
Six steps. One screen at a time.
The whole flow happens in the app — no spreadsheets emailed around, no consultant on a shared screen.
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01
Export from PCLaw
Run the standard PCLaw reports and save as CSV. A sample template is included if you want to dry-run first.
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02
Upload to PCLaw Migrate
Sign in, name the migration, and drop the files in. Everything is encrypted before processing.
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03
Validate & match
We check the files for missing columns and balance, and ask you to pair each PCLaw account with the right QuickBooks account.
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04
Connect QuickBooks
Sign in with Intuit. We never see your QuickBooks password, and you can disconnect at any time.
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05
Review & send
Confirm the QuickBooks company, type
IMPORTto send, and watch the records land. -
06
Verify — or reverse
Run a one-click verification. If anything looks wrong, a one-click reversal posts offsetting entries.
Why PCLaw Migrate
A faster, simpler path off PCLaw.
A traditional consultant-led migration takes weeks and costs thousands. PCLaw Migrate is built so a firm administrator can do this in an afternoon — with the controls and reversibility a finance-grade tool should have.
The old way
- Weeks of meetings, file exchanges, and review cycles with a consultant.
- Thousands of dollars in professional services.
- Hand-built spreadsheets and one-off scripts.
- Ledger files emailed around. Calendars dictate the pace.
- Reversing a bad post means more billable hours.
PCLaw Migrate
- Designed to finish in under an hour, for supported files.
- A fraction of the cost of a consultant.
- The same guided workflow every time.
- You drive: upload, match, send, reconcile — on your own schedule.
- One-click reversal if something looks wrong.
Built for law-firm books
The controls finance teams ask for.
Encrypted at rest
Uploaded files and QuickBooks tokens are encrypted in our store. Your firm's data stays in your workspace.
Reversible imports
Every import can be reversed in one click. Reversals post offsetting entries that QuickBooks treats as fully auditable activity.
Disconnect any time
Disconnect QuickBooks from inside the app or from Intuit. We honor the disconnect contract and revoke tokens promptly.
Ready when you are
Move PCLaw to QuickBooks cleanly.
Create a workspace, upload a sample file, and try the full flow against a QuickBooks sandbox before you touch your real books.
Questions before you sign up? Contact support.