Finance Connect: Walkthrough of Case Costs Sync

Zac shows off the QB Accounting tab, or QuickBooks Balances feature, designed for firms with strong accounting departments and high case costs. It allows real-time tracking of case costs associated with Filevine projects, including a detailed report of itemized expenses without requiring QuickBooks access. He also discusses how to integrate with a range of tools, like Bill.com, Ramp, and Expensify, for more efficient expense management.

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QuickBooks Connect: Walkthrough of Trust Balance Sync

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Trust Accounting with Project Funds in Filevine