video1.0<iframe src="https://www.loom.com/embed/097f95d07ed4404ab576f41bb93ba52e" frameborder="0" width="2082" height="1561" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15612082Loomhttps://www.loom.com15612082https://cdn.loom.com/sessions/thumbnails/097f95d07ed4404ab576f41bb93ba52e-b787c6d29553755b.gif381.747In this video, I discuss the best practices for managing trust accounting within FileVine, specifically through the project funds feature. I demonstrate how to record deposits and disbursements, ensuring that all transactions sync seamlessly with QuickBooks. I highlight the importance of maintaining a client-level ledger for accurate accounting and tracking. If you're managing multiple trust accounts, I encourage you to utilize the settings to target the correct account for each project. Please check out the additional resources on billing for further insights.