Filevine training videos

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.