video1.0<iframe src="https://www.loom.com/embed/80d533e1afec4bb293dcda73b1aa30ed" frameborder="0" width="1218" height="913" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9131218Loomhttps://www.loom.com9131218https://cdn.loom.com/sessions/thumbnails/80d533e1afec4bb293dcda73b1aa30ed-00001.gif223.36999999999998In this video, I will show you how to automate the process of adding your client matter ID from Filevine onto a QuickBooks invoice. I will guide you through the settings on the QuickBooks side and demonstrate how to create a custom field called "Client Matter ID" that can be populated through our automation. By following these steps, you will be able to have the Client Matter ID show up on your QuickBooks invoices. No action is required from you, this video is for informational purposes only.