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
Accepting electronic payments on QuickBooks invoices
Syncing QuickBooks customers with Gravity Legal
Sending trust requests through Matter365
For a demo or training session personalized to your firm, schedule a time at the link below.