Import File

Updated March 26, 2026

This guide provides a straightforward process for importing financial transaction files into the Law Accounting Application, ensuring users can efficiently manage their accounting tasks. It outlines essential steps, from logging in to successfully uploading and importing files, making it accessible even for those unfamiliar with the system. By following this guide, users can streamline their financial operations and ensure accurate record-keeping.


1. Step 1: Initiate Import File Screen

  1. Log In
    • Access LawAccounting/CaseQube using your secured credentials.
  2. Navigate to Law Accounting Application
    • Using the App launcher (nine-dot icon), open the Law Accounting Application
  3. Open the Bank Settings Tab
    • Click Bank Setting Tab
    • Click Import File

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2. Step 2: Upload Files

  • Click Upload Files (File Must be 0FX or QFX file)
  • Choose which file to Upload
  • Click Done
  • Click Next

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3. Step 3: Fill in Financial Transaction Import

  • Card Number: This will automatically populate after the file is uploaded.

  • Ledger: Select the appropriate Ledger from the dropdown list.

  • GL Account: Choose the General Ledger (GL) Account that the transactions should be posted to.

  • Click Import

  • Screen will refresh with Success Message

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