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Hi,

We are a medium sized suburban law firm. We have just installed smokeball. We have an old legal accounting system called B&C Legal which is not compatible with smokeball. It has been suggested we move across to xero. So far we have moved our payroll to xero, super etc. Our trust account has moved to Smokeball however, apparently, we need a separate xero package for our general account banking and our service account banking. Is this correct? Can anyone steer us in the right direction as how we instigate this.   

A quick Google indicates that you can associate more than one bank account with Xero through bank feeds. You seem to have identified three bank accounts: general, trust, and service. Is that correct?

My firm used QuickBooks online. We have bank feeds set up for our operating account, second operating account (used for operating retainers in Smokeballs framework), and trust account. There are separate ledgers and reconciliations available for each account in QBO. We do not reconcile our trust account through QBO - we only use the Smokeball Billing trust ledger and reconciliation for this purpose. We do our operating account reconciliations in QBO. I’m not sure if this information will assist you as I am somewhat unclear on what the problem is that you are having. 

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