Filevine training videos

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.

Zac shows you how to generate and save a customer report in QuickBooks Online. This allows you to organize your case costs by client, so you can pull that report whenever you need it and it will reflect accurate data.

Zach explains the QuickBooks Connect integration and how it can streamline case costs and trust transactions. By initiating transactions in QuickBooks, you can have multiple line items for a single check or expense, with each assigned to a different client. He'll demonstrate how to draft a check with multiple line items, show you how the integration ensures that the amounts are properly allocated to specific cases, and how it seamlessly syncs with Filevine for accurate balances.

Zac shows you how to use the QuickBooks Connect Expense Request feature in Filevine, which allows you to choose from 3 different transaction types — check, credit card, or bill — and push expense requests directly into QuickBooks.

In this video walkthrough for contingency firms, Zac explains the QuickBooks Connect feature for case costs. He'll go through how it works in QuickBooks, how it looks in Filevine, and how client balances are organized in QuickBooks.

Demo of how to use Expensify to speed up the process of categorizing credit card costs to projects in Filevine.

Optimizer Zac demonstrates a quick overview of how to set up your general ledger accounts in Quickbooks, including your advanced case costs, unrecoverable case costs, trust bank account, and trust settlement.

In this video, Vineskills CFO and QuickBooks Connect Lead Zac walks you through an example of an advanced case costs charge from the initial charge, to the Expensify workflow and QuickBooks, and lastly into Filevine.

Optimizer Zac explains Expensify settings, from how to select QuickBooks accounts used in Expensify, to how to sync a client or customer list from QuickBooks into Expensify, and how to enforce a reviewer workflow within Expensify.

Syncs Filevine projects as QuickBooks customers allowing for automatically and accurately pushing over case costs and trust balances to Filevine.

In this video, Zac will show you how to use the Trust Check Request feature. It gives Filevine users the ability to draft checks from within Filevine, which are then pushed into QuickBooks Connect to be printed and subsequently mailed out. This method allows for funds to be dispersed directly from your trust funds or settlement funds.