Looking to include the Matter Name, IDs, or other custom fields to your invoices like in the example below? (highlighted with the orange circle)
NOTE: Some of these steps require access to your firm's QuickBooks Online account and to the Firm Settings in LeanLaw. Please make sure that you have access to both before proceeding.
A few settings need to be adjusted between LeanLaw and QuickBooks to make this happen, so let's get started!
Step 1: Set Custom Fields in QuickBooks Online
First we'll need to set up Custom Fields in QuickBooks. This process will depend on the version you have, but we've included steps for both below:
QuickBooks Online Advanced
ProTip: Remember that the name you enter for each Custom Field is what will appear on the final invoice.
Step 2: Open the Custom Fields Settings in LeanLaw
Once you've created your Custom Fields in QuickBooks, and added dropdown list items, you're ready to connect them in LeanLaw!
Open your "Invoice Presentation" settings, then open the "Map Custom Fields" option, as shown below:
Step 3: Mapping your Custom Fields
Now you're ready to map LeanLaw values to those new Custom Fields!
For each of the Custom Fields created in QuickBooks you'll now be able to assign a LeanLaw value to it. Depending on how you set the field in QBO will determine which options LeanLaw will offer. This is to help make sure your fields make sense 👍
Notice that fields with the "Dropdown" type require multiple values to be set. You'll need to fill them out completely in order for them to work
Step 4: Save, and Invoice!
Once each of your fields is mapped and enabled, Save! Any invoices or Clients/Matters that you create after setting up Custom Fields will automatically include them when synced to QuickBooks Online.