QuickBooks × Disbo
When Disbo sends money out of your IOLTA, your bank feed only shows a generic line like “Disbo, Inc. PAYMENT” — no payee, no case, no trust allocation. This integration writes that context into QuickBooks for you, before the bank line even arrives, so the imported debit auto-matches a record that already has the payee, the case, and the correct trust-liability account on it.
Join the waitlist and we'll email you the moment the QuickBooks integration goes live.
How QuickBooks will work with Disbo
Here's the experience we're building — four steps, fully automated, from the first connection to a reconciled ledger.
Connect QuickBooks
A one-time secure connect through Intuit. You point Disbo at your IOLTA bank account and your client trust liability account once, and you’re done.
Disbo writes the categorized record
On every disbursement, Disbo posts a fully-attributed transaction to QuickBooks — payee, case memo, and the client trust liability line — the moment the payment executes.
The firm clicks Match
A day or two later your bank feed imports the matching debit. QuickBooks recognizes Disbo’s record by amount and date and suggests a Match. Your bookkeeper clicks once.
Books stay audit-ready
Because each disbursement books as a client trust liability reduction — not a firm expense — your three-way reconciliation keeps balancing and your records stay audit-ready.
How things connect
The path settlement money and case data travel between QuickBooks and Disbo.
Disbo disbursement
Payment executes from the IOLTA
QuickBooks record
Categorized transaction is written automatically
Bank feed match
Imported debit auto-suggests a one-click Match
Reconciled books
Trust ledgers balance, audit-ready
Why it matters
No more re-keying payee, case, and amount for every payment. Trust accounting stays correct and three-way reconciliation keeps balancing without manual cleanup.
Other integrations
Be the first when QuickBooks goes live
Join the waitlist and we'll let you know the moment the QuickBooks integration is ready.