Recent Updates
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Updated on: Jun 25, 2020
How to set up and use the 2-way Evernote Integration.
Manual Rocket Matter Knowledge Base -
Updated on: Jun 25, 2020
How to set up and use the 2-way Box Document Integration.
Manual Rocket Matter Knowledge Base -
Updated on: Jun 25, 2020
How to set up and use the 2-way Dropbox Document Integration.
Manual Rocket Matter Knowledge Base -
Updated on: Jun 19, 2020
How do I set user permissions?
Manual Rocket Matter Knowledge Base -
Updated on: Jun 16, 2020
Understanding the categories in Quick Books Online.
Manual Rocket Matter Knowledge Base -
Updated on: Jun 16, 2020
Quick Books Online Audit Log.
Manual Rocket Matter Knowledge Base -
Updated on: Jun 16, 2020
What Rocket Matter data will sync to QuickBooks Online?
To enable your QuickBooks online sync with Rocket Matter, call one of our Product Specialists at (888) 432-1529. Rocket Matter syncs itemized data into QuickBooks Online in a specific order. Following is the order in which your Rocket Matter data syncs with QuickBooks Online:
Manual Rocket Matter Knowledge Base -
Updated on: Jun 16, 2020
How to run an invoice for current charges for a single matter.
Manual Rocket Matter Knowledge Base -
Updated on: Jun 09, 2020
How to map a Dropbox Directory to Matter Documents.
Once your Dropbox integration has been enabled in Settings, you can map specific Dropbox directories to your Matter Documents section. All the documents contained in the Dropbox directory will then populate into the Matter Documents section. This is a dynamic sync, so if you add or remove documents from your Dropbox directory, the documents will be added or removed from your Matter Documents section. Following are instructions on mapping a Dropbox directory to a Matter Documents section:
Manual Rocket Matter Knowledge Base -
Updated on: Jun 09, 2020
How to set up a Dropbox integration.
You can integrate your Dropbox account with Rocketmatter by enabling the integration in Settings, and then mapping your Dropbox directory to a specific 'Matter Documents' section. The nature of the integration is such that the Dropbox documents 'live' on your Dropbox server, but are 'mapped' to your Rocket Matter account. As such you can attach billable time to the documents displayed in your Matter Documents section, and you can download a copy of your Dropbox document from Rocket Matter into the Downloads folder on your computer. Following are instructions on how to enable the Dropbox integration in Settings:
Manual Rocket Matter Knowledge Base