Quill Accounting Integration
You can integrate your Quill account with Thread so that your issued bills and client's data in Thread sync with Quill. First, you need to turn the integration on and sign in daily to ensure the sync is successful.
Turning on Integration with Quill
To integrate with Quill accounts, first Quill must be toggled on in the Integrations tab of Thread.
1. Select the settings tab
on the bottom left of your menu.
2. Select Integrations tab and then Commons.
3. Toggle On Quill to turn on integration.
4. If you want to use Thread generated matter codes, untick Overwrite Matter Code box.
5. To have the matter codes overwritten in Thread by Quill Matter Code, leave the box ticked.
Daily Sign In
To ensure your data is syncing regularly, sign in to Quill using the link in your Thread personal settings.
1. Once integrated, click on your username/initials located in the top left corner. Select Personal Settings.
2. In the Account Integration tab, click Quill, then Sign in.
3. On the Quill page, log in using your login details for Quill, and allow access.
4. The account will integrate with Thread. You can view the account details and information on the Thread application.
It is important to complete the steps above daily. Each morning please ensure that you are connected to your integrated accounts (you should see a Quill icon located just over Sign out) once you click on your username/initials on Thread, confirming that you are synced to Accounts.
Data Sync
The data that will sync from Thread to Quill include your main client's details, matter details, and issued *bill value.
*You will only see the synced bill data once the bill has been issued in Thread.
You must have a main client on the matter for the bill and client to sync with Quill. If you are not seeing your client and bill in Quill, check that your client is assigned as main client on the matter, and the bill has been issued.
Thread does not sync any financial data such as payments, cheque requisitions, or client accounts transactions.
Matters and Clients Sync
Any matter added to Thread, with main client assigned, will sync client name and email, matter name (showing as description in Quill), matter category (case type), and date opened.
In Thread, you will see the Quill Matter Code, and Quill financial summary on the matter Financial > Overview page.
If the sync to Quill was not successful, you will have a Sync to Quill button showing instead of Quill Matter Code. This will happen if there is no main client assigned to the matter. First, you must assign a main client, then click on Sync to Quill button to view the Quill Matter Code and start the sync.
Ledger Sync
Once the issued bill has synced with Quill, it is not possible to unissue it in Thread, or to change the main client on the matter.
Tax amounts generated in Thread are not transferred to Quill, Tax amounts are handled separately in Quill. However, the total amount billed inclusive of Tax will show as the total ledger amount in Quill, not showing Tax amounts separately. Follow the steps to Include Matter Time in a Bill , and then Issue Bill. You can use any template for creating a bill, it will not affect how the bill will show in Quill. You will see that the bill synced with Quill on the Bills page in Thread.
Quill does not show any activity details from the bill, only the total bill amount (amount shown is inclusive of Tax amounts but does not separate or show Tax amounts in Quill).
If you wish to generate the bill in Quill, it will show only the total bill amount that synced from Thread.
The generated bill will automatically download. Click on the bill to open it in Word.
You can also view the bill in Quill by clicking on E-chit in Ledgers page of a case.
The bill will show matter code, name, client name and total amount.
Thread integration with Quill is a one-way sync, any changes made in Quill do not sync back to Thread.
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