In this recorded demo, we cover how to use Matter365 integrated with Gravity Legal and QuickBooks to accept and account for electronic payments, both trust and operating. For a high-level overview and video, see this page.
- Setting up the Gravity Legal/Matter365/QuickBooks integration
- Account mapping
- Accepting electronic payments on QuickBooks invoices
- Syncing QuickBooks customers with Gravity Legal
- Sending trust requests through Matter365