To those of you who integrate smokeball into quickbooks on the operating account why? Why not just link the actual bank account to quickbooks, code the revenue as fees and different expenses in the right accounts and be done. Our CPA says no need to integrate the two. Expenses are logged into quickbooks when we write a check for “litigation” in quickbooks, same as for credit card when we log that into an account in quickbooks. She suggests linking the actual bank account to quickbooks and that be that.
Similar question with the trust account. Why not leave out the smokeball to quickbooks integration. Why even have the trust account on quickbooks. Smokeball seems to give everything you need, client ledger, trust ledger, then compare to the actual bank statement for a three way reconciliation,
