Feature Requests

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Problem with Synching Trust Disbursement with QuickBooks

When we need to refund a portion of a retainer (trust) and sync that to QBO, it removes the money from our IOLTA account. However, we are not then able to cut a check to the client for that amount. (Yes, many clients still prefer checks!) If I delete the journal entry in QBO so I can cut a check without removing the same amount from IOLTA twice, then I cannot sync that date again. Because of the need to sync a given date repeatedly (as expenses are added to QBO, payments arrive, adjustments are made, etc.), we end up having to keep a list of dates for which we cannot sync the two programs and/or "fudge" the dates (unacceptable for a legal practice). Please find a way to correct this deficiency.

  • Guest
  • May 3 2021
How often would you use this request?

A couple times each month.

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