video1.0<iframe src="https://www.loom.com/embed/31f0eeab9ba24b8a9c65b811e50f9b52" frameborder="0" width="2038" height="1528" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15282038Loomhttps://www.loom.com15282038https://cdn.loom.com/sessions/thumbnails/31f0eeab9ba24b8a9c65b811e50f9b52-ad8a2ed214bb3992.gif498.518This Loom explains two best practices for using the QuickBooks integration in QuickBooks Connect to record attorney fees and recovered costs from trust into Filevine and push the correct transactions into QuickBooks. It first covers using the disbursement section such as an ACH payment to create an outgoing trust expense transaction (for example, $3,500 for attorney fees and costs), noting this does not automatically record the operating income so a separate bank deposit must be handled. The alternative uses drafting and finalizing an invoice, then applying project funds to the invoice so the integration generates a journal entry automatically, typically balancing with debits and credits across transfer to operating, income accounts, and trust bank and liability. The presenter also cautions that the integration may initially put all $3,500 to income, requiring a manual adjustment to split fees, hard costs recovered, and soft costs recovered, with an optional clearing account approach.