Rocket Matter Knowledge Base QuickBooks OnlineHow to sync with QuickBooks Online

How to sync with QuickBooks Online

To enable your QuickBooks online sync with Rocket Matter, call one of our Product Specialists at (888) 432-1529.  We're happy to help!  Please note that there is a $15 monthly integration fee to integrate your Rocket Matter account with QuickBooks Online.

Once your QuickBooks Online integration is enabled, you can sync your Rocket Matter data to your QuickBooks Online account from the Billing Dashboard, or from any Matter Ledger screen.  

1A.  Sync from Billing Dashboard.

a.  Navigate to the Billing Dashboard.

a.  Navigate to the Billing Dashboard.

b.  Click "Sync QuickBooks Online"

b.  Click "Sync QuickBooks Online"

1B.  Sync from a Matter Ledger Screen.

a.  Navigate to a Matter, and click 'Matter Ledger Balance'.

a.  Navigate to a Matter, and click 'Matter Ledger Balance'.

b.  Click "Sync QuickBooks Online".

b.  Click "Sync QuickBooks Online".

2.  Wait for Rocket Matter to cycle through the syncing process.

2.  Wait for Rocket Matter to cycle through the syncing process.

The order of the syncing process is as follows:  Clients, Vendors, Expenses, Invoices, Debit Adjustments, Credit Adjustments, Payments, Trust Debits,  and Trust Credits.  

For a detailed look at what RocketMatter data looks like in QuickBooks Online, view:

What Rocket Matter data will sync to QuickBooks Online? 

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com