Filevine Finance Connect for QuickBooks
Our out-of-the-box integration between Filevine and QuickBooks Online, eliminates manual double-entry and keeps billing, project funds, and trust accounting accurate across both systems so you can save overhead time while staying organized and compliant.
WHY FINANCE CONNECT?Finance Connect is the integration between Filevine and QuickBooks Online, built and staffed by Vineskills accountants, that handles both billing and trust/project funds workflows, keeping your legal and accounting records in sync.
Native Filevine workflow, not a workaround
Invoices and payments stay rooted in Filevine's own billing and payments rather than replicating them in QuickBooks, so it feels seamless rather than bolted-on.
Eliminates the need for double-entry
Transactions get entered once and flow accurately between Filevine and QuickBooks Online, cutting the overhead of maintaining two systems by hand and improving accuracy.
The only integration that covers both billing and trust accounting
Finance Connect is the sole integration handling project funds/trust accounting in addition to billing, versus others that only cover expense-request workflows.
Finance Connect FAQ
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The Finance Connect for QuickBooks annual licensing fee is billed directly by Filevine. Setup is free and is covered by Filevine.
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Any firm using both Filevine and QuickBooks Online. It's not a fit for firms not on QBO, or firms not using Filevine for financial workflows — and it doesn't support QuickBooks Desktop.
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No. Finance Connect is continuously improved with no incremental charges — clients keep getting new features under the same annual license.
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No. It works even for brand-new firms with no transactions yet recorded, letting them set up QuickBooks correctly from day one alongside Filevine.
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Vineskills’ fractional CFO/accounting help is the highest-value pairing to workshop your financial workflows and train your accounting team. Our migrations team can also help with getting historical trust balances, AR, and case costs into Filevine before Finance Connect goes live.
Get a free consult with our finance expert, Zac
Expenses
Record case costs and billable expenses in Filevine and automatically push them to QuickBooks using Finance Connect. Checks, credit cards, ACH’s, and bills sync seamlessly with attachments and status updates, eliminating double entry between FileVine and accounting.
Trust accounting
Drive best practices for trust accounting in Filevine using Project Funds as a unified client trust ledger. Deposits and disbursements recorded in Filevine sync in real time to QuickBooks through Finance Connect, maintaining accurate client balances and clean trust accounting.
Billing
Use Filevine as a standalone billing system while automatically syncing cash activity to QuickBooks in real time. Payments and transfers recorded in Filevine post instantly to the correct accounts in QuickBooks, with full visibility, reconciliation status, and review controls for accounting teams.
FINANCE CONNECT IS sOC 2 COMPLIANTWe are committed to security and compliance. Our SOC 2 audit scope applies to our Apps and the supporting team. View our Audit Report >
Legacy features: QuickBooks Balances
The QuickBooks Balances feature treats QuickBooks as the source of truth for case costs and trust balances inside Filevine. Real-time balances and detailed case-level reports are pulled directly from QuickBooks into Filevine for the legal team without requiring Filevine users to have QuickBooks access.
Get started with Finance Connect
We’d love to show you how Finance Connect works, chat about how it fits into your finance workflows, and answer any questions you may have.