Automatic Folder Creation:
Whenever you create a contact with MONESQ Plus, a new folder for that contact will also be created. This includes contacts imported from QuickBooks Online if you choose to integrate MONESQ with your QuickBooks account.
When you create matters, a folder for that matter will be placed within that contact's top level folder. The name of the folder will be the name of the matter you created.
Manual Folder Creation:
1: Click the white 'x' to create a new folder
2: Chose a title for the folder
3: You have the option of selecting the parent folder. Parent folders are from the list of your current contacts. If you do not select a contact as a parent folder, the folder will not be associated with a contact.
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