Connect QuickBooks to Filevine

Accurate numbers

No more double entry, inaccurate costs, or asking the finance team for reports.100% accurate financials synced and viewed from inside Filevine.

Simplified for speed

Legal teams work in Filevine and the finance team works in QuickBooks Online. Then we push the information between the two platforms eliminating the bottlenecks and manual reconciling.

Finance loves it

Built to integrate with time-saving QuickBooks integrations such as payment processing for credit card and ACH payments, Expensify, Bill.com, and others.

Why use QuickBooks Connect?

Connecting Filevine to QuickBooks allows your legal and business teams to do all their work directly in Filevine, while the finance team works in QuickBooks. We simply connect them, allowing for a streamlined process between these two best-in-class platforms. Filevine projects are synced as QuickBooks customers, making it accurate and easy to have transactions in QuickBooks automatically visible in Filevine. QuickBooks Vendors are also synced as a contact to Filevine, making it effortless to create checks or billable expenses without having duplicate vendors.

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QBC for contingency firms FAQs

  • Case expenses are tracked in QuickBooks and then automatically pushed to Filevine as both the total amount for that project and a link to an Excel report with all the transaction details.

    Because QuickBooks is tied to your bank feed and reconciled, you never miss a case cost.

  • Yes! There is a Check Request collection section that automatically pushes that check to QuickBooks where it can be reviewed and printed. The supporting invoice uploaded to Filevine is also pushed to QuickBooks as documentation. Then the date printed and check number are pushed back to Filevine.


    The vendors in QuickBooks are also synced into Filevine as a contact type of Vendor QB providing certainty you are creating the check for the correct vendor.

  • IOLTA balances are managed in QuickBooks and pushed to Filevine.

    All trust bank account transactions are tied to a Trust Settlement account in QuickBooks and tied to a client. This provides easy reconciliation between those accounts and supports multiple trust bank accounts.

    As trust transactions are done in QuickBooks, the remaining trust balance and transaction details are pushed to Filevine. This makes it easy and accurate to build your settlement statement.

    Option to use the Trust Check Request section to queue up trust checks inside Filevine and push to QuickBooks.

  • This integration makes it easy to use credit cards by having all the Filevine projects synced to QuickBooks as customers, it’s easy to tag each transaction in QuickBooks, and then it appears automatically as a cost on the correct project in Filevine.

    Optionally, you can use tools like Expensify to let your team members easily tag credit card transactions to clients or overhead costs and those client case costs push into Filevine.

CFO Zac explains the QuickBooks Connect feature for case costs, including how it works in QuickBooks, how it looks in Filevine, and how client balances are organized in QuickBooks.

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, settlement funds for a contingency firm).

This video outlines how to use the Trust Check Request feature. This feature allows you to draft checks from within Filevine, which are then pushed into QuickBooks Connect to be printed and subsequently mailed out. This method allows checks to be dispersed directly from your trust or settlement funds.

QBC for time and billing firms FAQs

  • Invoice production and review happens inside Filevine.

    When invoices are Finalized in Filevine, we immediately create that exact invoice in QuickBooks, where you can easily send it to the client, collect online payments, and manage payment status.

    Payment status is pushed back to Filevine, allowing accounts to receive reports on the Filevine side that match the numbers in QuickBooks.

    If you void an invoice in Filevine, it will also void in QuickBooks.

  • Yes! You can use QuickBooks Payment or any other payment processor that connects to QuickBooks Online. When a client makes a payment, it will also show up in Filevine.

    Of course, you can also receive payments via check or pay via a retainer balance in trust, which will be indicated as paid in Filevine as well.

  • The bulk invoicing workflow inside Filevine will create the corresponding QuickBooks invoices. However you choose to manage invoices in Filevine, the moment they are set to "Finalize", they are created in QuickBooks.

  • We have an optional Billable Expense collection section which can speed up the process while keeping everyone working in Filevine.

    You can create a Billable Expense item in Filevine, and when saved, there will be a billable expense inside that Filevine project to apply to a client invoice. Additionally, it will create a check in QuickBooks ready to be reviewed and printed. QuickBooks vendors are synced to Filevine making it easy to pick the correct QuickBooks vendor to pay for this expense.

  • Retainer balances are managed in Filevine with the current balance and detailed transactions pushed to Filevine.

    Create a retainer invoice from our Trust Accounting section in Filevine using a DocGen that may also include your fee agreement or onboarding documents. Then, use Filevine reporting to monitor for low balances and send replenishment invoices as needed.

    When work is done and billed, you can pay the client’s invoices from their trust balance in QuickBooks and that reflects in Filevine.

This video shows a brief demo of our new QuickBooks Connect feature set. It works seamlessly with Filevine's Time and Billing tool, so you can use Filevine as your one-stop, stand-alone billing solution.

Expense request demo

Made for both contingency and time and billing firms. This feature can save time by eliminating double entries between Filevine and QuickBooks. It allows you to record expenses, like case costs or bills, and then push that transaction into QuickBooks to be reconciled or, in the case of a check, printed and paid out.

Pricing

The QBC annual licensing fee is billed directly by Filevine. Contact us to get started.

Interested in QuickBooks Connect?