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.  

For a quick overview, view our QuickBooks short video: https://vimeo.com/241948952

1A.  Sync from Billing Dashboard.

1B.  Sync from a Matter Ledger Screen.

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