Configuration details needed for Disbursements or QuickBooks Accounting

Finance Connect trust features allow trust balances and details from QuickBooks to sync into Filevine. Some firms will also opt to use the Disbursements feature, in which a Filevine user can draft a trust disbursement check or bill from Filevine. In order to configure these features, Vineskills will need to know the default liability account your firm uses as a Trust/IOLTA offset and the default trust/IOLTA bank account you primarily draft checks from. Alternatively, the integration can route through your Finance Connect Dashboard settings (useful for multiple trust accounts).

1) Trust/IOLTA Liability or offset account
2) Default Trust/IOLTA Bank Account