{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/34f7d55649e642109518ebd60a3655d4\" frameborder=\"0\" width=\"1830\" height=\"1372\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1372,"width":1830,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1372,"thumbnail_width":1830,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/34f7d55649e642109518ebd60a3655d4-4c1a2cf14ec54876.gif","duration":148.242,"title":"QuickBooks Connect: Immediate Option for Transfer ","description":"This Loom explains a new billing dashboard option for immediate trust transfers in QuickBooks. Previously, transfers were posted on a set batch schedule, but the immediate setting creates a separate journal entry for each project fund to invoice event in Filevine. The speaker demonstrates creating and finalizing an invoice paid with a project fund balance (for example 385), then shows the resulting QuickBooks trust ledger entry and how operating account increases and trust account decreases offset while attorney fees income is credited. The entries are itemized by Filevine Project or QuickBooks customer for full auditability and ability to recreate trust balances."}