QuickBooks

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With Filevine and QuickBooks Online you can sync contacts, bills, and transactions from your practice management software to your cloud-based accounting platform with ease and speed. Data management and reporting is simple and accurate. These two cloud-based tools in sync eliminate the need to enter information twice, saving time and avoiding the potential for error.

  • Sync contacts, invoices, financial information, and trust transactions seamlessly between both tools—eliminating repeat data entry
  • Payments and credit notes applied to bills in Filevine will also be synced to QuickBooks Online
  • An automated trust workflow ensures that amounts in trust are reconciled between Filevine, QuickBooks Online, and your associated bank accounts
  • Transaction syncs are fast and accurate—ensuring that end-of-month financing is pain-free and your finances are handled in line with legal ethics requirements

 

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