Walkthrough of Trust Check Request Functionality in QuickBooks Connect

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.

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Filevine and QuickBooks Connect - Contingency Projects Demo