QuickBooks Online: Sync while you work; the different areas to sync Quickbooks Online
In order to sync, you need to first enable the integration. To learn more about the QuickBooks integration, click here. To configure your integration, click here.
Sync your Rocket Matter data to your QuickBooks Online account from the following areas in Rocket Matter.
1. FIRM BILLING DASHBOARD:
Select 'Billing' from the left-hand navigation panel. Then, click 'Sync QuickBooks Online' in the additional billing actions section. This will sync all items in 'Captured Entries Queued for Sync'.
2. MATTER LEDGER:
Navigate to the desired matter of your choice and select the 'Matter Ledger Balance' from the matter billing widget.
Next, click 'Sync QuickBooks Online' within the client trust ledger widget.
3. QUICKBOOKS ONLINE CONFIGURATION SYNC PAGE
Select 'Tools' from the left-hand navigational panel, and select "Configure QuickBooks Online".
While viewing the 'Sync Log' or 'Configuration', the blue 'Sync QuickBooks Online' will persist on the left-hand side.
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].