Client/Customer List Sync

How does the Client/Customer List sync work?

The core of the Finance Connect integration is a one-to-one sync between each open Filevine project and a corresponding QuickBooks Online customer. When Filevine users create new projects, the integration automatically creates a corresponding QuickBooks Online customer. When new QuickBooks Online customers are created, the integration will pull in information from the associated Filevine contact card, including first name, last name, company name, email, and address. Finance Connect users can choose one of three default naming conventions for customers, as listed below. 

First Name Last Name {122349234}
Last Name, First Name {122349234}
Project Name {122349234}

Preparing Your Client/Customer List

To establish the initial connection between your Filevine projects and QuickBooks Online clients, you will edit your QuickBooks Online client display names to include the corresponding Filevine project ID (i.e., "My Law Firm {990237948}"). You can return to a traditional naming convention after the connection is made. All Filevine projects created after the connection is established will sync to QuickBooks Online as new clients, regardless of the naming convention. Similarly, when a Filevine project is archived, the corresponding QuickBooks client will be marked as inactive automatically.