video1.0<iframe src="https://www.loom.com/embed/4bc994bd4ee84cfbaca4c23ea91b5f27" frameborder="0" width="2098" height="1573" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15732098Loomhttps://www.loom.com15732098https://cdn.loom.com/sessions/thumbnails/4bc994bd4ee84cfbaca4c23ea91b5f27-90088ee97529e5d6.gif432.896In this video, I walk you through the trust accounting feature in our QuickBooks integration with FileVine. We can sync QuickBooks trust balances in real time, allowing the legal team to see updates without needing QuickBooks access. I demonstrate how transactions impact trust balances and how to generate detailed reports for better visibility. It's crucial that our trust bank accounts and liabilities always match to avoid overstating assets. Please ensure that any deposits or disbursements are properly associated with the corresponding FileVine project to maintain accurate records.