Filevine training videos

Are you a Time and Billing firm looking to launch with Filevine? Properly setting up your rate schedules and adjusting invoice settings is crucial to ensuring a smooth and successful launch. Vineskills CFO Zac walks you through the top five key considerations and concepts to keep in mind, from understanding your billing settings to setting up Filevine Payments, customizing invoice templates, reporting, and bulk billing.

Looking for a specific transaction in QuickBooks Online? In this brief training video, Kari shows a few different ways you can search for and filter through transactions. Get more help using QuickBooks with the expert team at Finance Skills: https://financeskills.com/

In this video, Kari shows how to use the Bank Register in QuickBooks Online. She demonstrates how to navigate to your Bank Register, edit the settings, export to Excel, and how to easily sort and filter by specific criteria like date and reconciliation status.

In this video, Kari offers a brief demo of a few ways you can manage your vendor list in QuickBooks Online, including how to see your full list of vendors, edit an existing vendor or add a new one, identify duplicates, and more. Get more help using QuickBooks Online with Finance Skills: https://financeskills.com/

Cleaning up duplicate customers can help you avoid errors in your customer list. In this video, Kari briefly demonstrates how to get rid of duplicate customers in QuickBooks Online, including merging and changing customer details. Get more help using QuickBooks Online with the experts at Finance Skills: https://financeskills.com/

In this video, Kari walks you through how to navigate your firm's Chart of Accounts in QuickBooks Online, including sorting your list of accounts, filtering, activating or deactivating an account, and editing your settings. Get more help using QuickBooks Online with Finance Skills: https://financeskills.com/

CFO Zac shows a quick video demonstration of the QuickBooks Connect Trust Account functionality section in Filevine, which can help with any projects that require a trust balance (for example, a retainer for time and billing firms, or settlement funds for a contingency firm).

CFO Zac shows off a demo of the expense request feature in QuickBooks Connect. This feature can save your team a ton of time by eliminating double entries between Filevine and QuickBooks. It allows you to record expenses, like case costs or bills, and then push that transaction into QuickBooks to be reconciled or, in the case of a check, printed and paid out.

CFO Zac offers a quick demo of our new QuickBooks Connect feature set. It works seamlessly with Filevine's Time and Billing tool, so you can use Filevine as your one-stop, stand-alone billing solution.

Finance Optimizer Toogii offers a quick tutorial on how admins can add and manage their team's users in QuickBooks Online, as well as set up individual user permissions.

If you're billing from Filevine and pushing invoices into QuickBooks, you can apply a trust retainer manually if your trust balance is lower than the invoice. In this video, Zac offers a walkthrough of exactly how to apply a trust retainer amount against an invoice manually.

Zac shows a walkthrough of the QuickBooks Connect auto-apply trust feature. When you push a Filevine invoice into QuickBooks, the integration applies the positive trust balance against the invoice, marking it as paid and subtracting it from the total trust balance in QuickBooks.

Syncs Filevine projects as QuickBooks customers. When an invoice is Finalized in Filevine, it is immediately pushed to QuickBooks with payment status syncing back to Filevine.