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Syncing deposits into Trust to Quickbooks
Syncing deposits into Trust to Quickbooks
Written by Clark
Updated over a week ago

MyCase now gives you the ability to sync Trust Deposits, which will allow you to easily input a deposit in MyCase and sync it to QuickBooks.

Syncing Trust Deposits to QuickBooks

To enter a deposit into Trust for a client, search for the client’s name in the upper-right to access the client’s Contact Details, then navigate to the Billing section and click the Deposit into Trust button:

Input the Payment Method, Date, and Amount of the payment, and then simply click the checkbox to sync the deposit into QuickBooks. Upon clicking Deposit Funds, the deposit will be synced to QuickBooks:

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