Filevine training videos
Learn something new with Vineskills
Learn something new with Vineskills
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.
In this video, Zac goes through the expense request functionality in Filevine for time and billing firms. It is a collections section that allows Filevine users to initiate accounting transactions — either a check, credit card, or bill — in Filevine, which can then be pushed to QuickBooks (or not, depending on your workflow).
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.