Create a Folder in File Storage

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.