QuickBooks Online: QuickBooks Integration; What data syncs?
What Rocket Matter data will sync to QuickBooks Online?
- CLIENTS (Sync to QuickBooks as 'Customers')
- VENDORS (Once an expense is associated)
- DEBIT ADJUSTMENTS (Operating - Matter Ledger)
- CREDIT ADJUSTMENTS (Operating - Matter Ledger)
- TRUST DEBITS (Trust Ledger)
- TRUST CREDITS (Trust Ledger)
The following is a list of data that will be sent during the sync with QuickBooks Online:
- Journal entries (Fees, Expenses, Payments, and Trust Transactions)
- Matters, these are reflected as 'Sub-Customers'
- Practice Area, which is mapped to the field called 'Class' in QBO