QuickBooks Desktop × Disbo
QuickBooks Desktop remains the accounting system many law firms rely on for their IOLTA books. Disbo's live two-way integration sends each approved settlement disbursement into the mapped company file with its payee, case, amount, and client trust liability account, then returns posting and reconciliation status to Disbo.
How QuickBooks Desktop works with Disbo
Four steps — from the first connection to a reconciled ledger.
Connect the company file
Link the QuickBooks Desktop company file your firm uses for trust accounting and choose the IOLTA bank and client trust liability accounts.
Map cases and accounts
Disbo maps matters, payees, and trust-liability coding so every settlement payment reaches the correct register and ledger.
Sync the disbursement
When a payment is approved in Disbo, the categorized accounting record syncs to QuickBooks Desktop with the case memo and recipient detail attached.
Return the ledger status
Posting, matching, and reconciliation status sync back to Disbo so the payment workflow and the desktop books stay aligned.
How things connect
The path settlement money and case data travel between QuickBooks Desktop and Disbo.
Disbo payment
Settlement disbursement approved
Desktop connector
Matter and account mapping applied
QuickBooks Desktop
Categorized trust entry posted
Disbo status
Ledger status syncs back
Why it matters
Your firm can keep its established QuickBooks Desktop workflow while eliminating repeated entry between settlement payments, the trust register, and the client ledger.
Other integrations
See QuickBooks Desktop and Disbo together
Book a walkthrough and we'll show you exactly how the connection works for your firm.