Zac shows a walkthrough of the QuickBooks Connect auto-apply trust feature. When you push a Filevine invoice into QuickBooks, the integration applies the positive trust balance against the invoice, marking it as paid and subtracting it from the total trust balance in QuickBooks.

In this video, Zac goes through the expense request functionality in Filevine for time and billing firms. It is a collections section that allows Filevine users to initiate accounting transactions — either a check, credit card, or bill — in Filevine, which can then be pushed to QuickBooks (or not, depending on your workflow).