video1.0<iframe src="https://www.loom.com/embed/b84b3487814c48f783776f163f346c71" frameborder="0" width="2090" height="1567" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15672090Loomhttps://www.loom.com15672090https://cdn.loom.com/sessions/thumbnails/b84b3487814c48f783776f163f346c71-00001.gif329.66999999999996 Hey there! In this video, I'll be covering the basics of how the integration works between FileLine and QuickBooks. I'll explain how we sync your QuickBooks customer list with your FileLine projects, answer common questions, and provide some important details. The core of this integration is syncing one-to-one, meaning each open FileLine project is synced with a client or customer in your QuickBooks customer list. Our integration automatically creates a corresponding customer in QuickBooks when you create a new project in FileLine, and inactivates the customer when you archive a project. I'll also show you the different naming conventions you can choose from when creating new projects or customers, and explain how certain fields are brought in from FileLine. It's important to note that subsequent updates to FileLine contact cards don't currently push back into QuickBooks, so keep that in mind. Lastly, I'll clarify how QuickBooks uses the display name and the name to print on checks field. If you have any questions or need further assistance, feel free to reach out. Enjoy the video!