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.
1B. Sync from a Matter Ledger Screen.
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:
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or firstname.lastname@example.org