Once you have deposited funds into a client’s Trust account, there may be certain expenses that you will be paying for directly out of the Trust account. (As opposed to putting them on an invoice and paying from Trust to Operating for them).
To withdraw funds from Trust and create a check within QuickBooks, search for the client’s name in the upper-right to access the client’s Contact Details, then navigate to the Billing section:
Once in the Billing section, you should be brought to the Trust History section, where you will have a button to Withdraw from Trust
You will then be presented with the Withdraw Trust Funds window. Clicking the Write QuickBooks Check option will present you with a Check #: field, and a field to Choose a payee - these fields will be used to create the check in QuickBooks, which is used to reduce the amount in your Trust account.
Note: Payee’s in QuickBooks are stored as vendors - these are individuals or companies which you pay directly out of your client’s Trust account for their services (Example: court reporting fees, expert witnesses, etc.)
After filling in all applicable fields, simply clicking Withdraw will update the amount in the client’s Trust account in MyCase. It will also create a check in QuickBooks to update the Trust Account balance there.