Rocket Matter Knowledge BaseQuickbooks Online Integration * New Enhancements QuickBooks Online: QuickBooks Integration; What data syncs?

QuickBooks Online: QuickBooks Integration; What data syncs?

What Rocket Matter data will sync to QuickBooks Online?

  1. CLIENTS (Sync to QuickBooks as 'Customers')
  2. VENDORS (Once an expense is associated)
  3. EXPENSES
  4. INVOICES
  5. DEBIT ADJUSTMENTS (Operating - Matter Ledger)
  6. CREDIT ADJUSTMENTS (Operating - Matter Ledger)
  7. PAYMENTS
  8. TRUST DEBITS (Trust Ledger)
  9. TRUST CREDITS  (Trust Ledger)

The following is a list of data that will be sent during the sync with QuickBooks Online:

  1. Journal entries (Fees, Expenses, Payments, and Trust Transactions)
  2. Matters, these are reflected as 'Sub-Customers'
  3. Practice Area, which is mapped to the field called 'Class' in QBO