Disaggregating an Expense by Case in QuickBooks Online

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.

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Case Costs by Project Report in QuickBooks Online

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Walkthrough of Expense Request Functionality for Contingency Firms