Filevine and QuickBooks Connect - Contingency Projects Demo

  • Syncs Filevine projects as QuickBooks customers

  • Advanced Case Costs balance and detailed transactions pushed from QuickBooks Online to Filevine

  • Trust Accounting

  • Paying bills:

    • Use your existing accounts payable process

    • Option to create a Check Request in Filevine

    • Option for Expensify, Bill.com, etc.

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Basic Expensify Settings for QuickBooks Connect Users

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Walkthrough of Trust Check Request Functionality in QuickBooks Connect