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.