Rocket Matter

Rocket Matter FAQ

Rocket Matter Knowledge BaseQuickBooks Online Integration

Rocket Matter Knowledge Base

QuickBooks Online Integration

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Topics

Additional Billing Options 31
Additional Information 2
- Text Message Integration: Kenect.
- Invite Users from within Rocket Matter!
Batch Billing 10
Billing by Matter 14
Billing: Prebill Approval Process 15
Business Intelligence 3
Calendar 10
Client Portal 2
- How to send a Portal Invitation and Client set up.
- Portal help for Clients.
Contacts 8
Communicator 10
CRM 9
Custom Fields 4
Custom Rates 3
Document Templates 4
Documents 15
Essentials 1
- Rocket Matter Essentials Tier
Fujitsu ScanSnap Integration 0
Google Integration (Calendar and Email Sync) 2
- How to sync, view, and bill for your Gmail emails in Rocket Matter.
- Things to know before syncing your Google Calendar.
Invoices: Bulk Payments and Adjustments 8
Invoice Sharing 4
Invoice Templates 12
Insurance Defense Package - LEDES Billing 12
Kanban View 3
LawToolBox - Court Rule Calendaring 8
LexShare Integration. 11
Matters 13
Merge Fields 2
- Invoice Template merge fields.
- Document Template merge fields.
Matter Stream 2
- What is the 'Matter Stream'?
- How to 'Subscribe' to the Matter Stream.
Matter Templates 8
Messages 3
Mobile Application 8
NetDocuments 5
Notes 1
- How to add Notes to a Matter.
Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) 12
OneDrive Integration 10
Reports 34
Rocket Matter Pay - Credit/Debit Card Processing 29
Rocket Matter Pay - E-Check Processing 5
QuickBooks Online Integration 8
Rocket Project Management 11
Ruby Receptionist Integration 1
- Ruby Receptionist Integration.
Setup Guide: User 1
- User Setup Guide.
Settings 23
Setup Guide: Firm 1
- Firm Setup Guide.
Smith.ai Integration 1
- Smith.ai integration Overview and Setup.
Tags 2
- What is a tag?
- How to add, remove, or rename tags.
Tasks 6
Tools 6
Trust Accounting 17
Training on Rocket Matter, it's Free! 1
- Training on Rocket Matter.

Recent Updates

How to sync with QuickBooks Online.
Business Intelligence Module - List and summary of available data points
CRM: Add a New Intake; How to add a new contact record, create intake and send intake to Rocket Matter.
Rocket Matter Pay Decline Codes - Stax
Rocket Matter Pay Portal - Dashboard, Reports, Payments, Refunds, Website payment links, and more!

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