MyCase now allows you to sync Trust Deposits, allowing you to easily input a deposit in MyCase and sync it to QuickBooks.
Following along in MyCase is recommended as you read the steps:
Syncing Trust Deposits to QuickBooks
To enter a deposit into Trust for a client, search for the client’s name 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:
