10/18/21

Filevine and QuickBooks Connect - Time and Billing Demo

  • Syncs Filevine projects as QuickBooks customers

  • Finalize an invoice in Filevine and the Invoice appears in QuickBooks Online

  • Payment received in QuickBooks, pushes status back to Filevine

  • Option to create Billable Expenses in Filevine which also create a check in QuickBooks Online

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Applying Trust Retainer Amounts Against an Invoice Manually