Walkthrough of Trust Account Functionality in QuickBooks Connect

CFO Zac shows a quick video demonstration of the QuickBooks Connect Trust Account functionality section in Filevine, which can help with any projects that require a trust balance (for example, a retainer for time and billing firms, or settlement funds for a contingency firm).

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Contingency Workflow in Filevine with the QuickBooks Connect Integration

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QuickBooks Connect: Expense Request Demo