<p>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.</p> <p>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.  </p>

<p>Rocket Matter features the ability to <a href="../../54811/l/540728?data-resolve-url=true&amp;data-manual-id=54811" data-object-class="article" data-object-uuid="8165da96-f210-4fb4-ac12-176921bec6a0" data-object-manual-uuid="f998a8be-3361-42f8-9d07-00fa842d48ca" data-resolve-url="true" target="_blank">apply Tax</a><a href="../../54811/l/540728?data-resolve-url=true&amp;data-manual-id=54811" data-object-class="article" data-object-uuid="8165da96-f210-4fb4-ac12-176921bec6a0" data-object-manual-uuid="f998a8be-3361-42f8-9d07-00fa842d48ca" data-resolve-url="true" target="_blank">es and Surcharges</a> to any Matter.  Regardless of whether you apply Taxes to the Matters in your Rocket Matter account, in order for your RocketMatter/QuickBooks Online sync to be effective, 'Sales Tax' must be enabled in your QuickBooks Online Account.  </p> <p>Following is an Intuit/QuickBooks link with instruction on enabling Sales Tax in QuickBooks Online:  <a href="https://community.intuit.com/articles/1145271-set-up-and-track-sales-tax">https://community.intuit.com/articles/1145271-set-up-and-track-sales-tax</a> </p> <p><span style="color: rgb(52,52,52)"><strong>To enable sales tax:</strong></span></p> <ol><li><span style="color: rgb(52,52,52)">Click </span><span style="color: rgb(52,52,52)"><strong>Taxes</strong></span><span style="color: rgb(52,52,52)"> (if payroll is enabled, click </span><span style="color: rgb(52,52,52)"><strong>Taxes &gt; Sales Tax</strong></span><span style="color: rgb(52,52,52)">).</span></li> <li><span style="color: rgb(52,52,52)">Click </span><span style="color: rgb(52,52,52)"><strong>Edit sales tax settings</strong></span><span style="color: rgb(52,52,52)"> in the </span><span style="color: rgb(52,52,52)"><strong>Related Tasks</strong></span><span style="color: rgb(52,52,52)"> list to the right.</span></li> <li><span style="color: rgb(52,52,52)">Select </span><span style="color: rgb(52,52,52)"><strong>Yes</strong></span><span style="color: rgb(52,52,52)"> if you charge sales tax.</span><ol><li><span style="color: rgb(52,52,52)">Click the </span><span style="color: rgb(52,52,52)"><strong>Default sales tax</strong></span><span style="color: rgb(52,52,52)"> drop-down arrow to choose which sales tax rate to use as a company default in case a customer is taxable and you haven't chosen another rate.</span></li> <li><span style="color: rgb(52,52,52)">Select if you'd like to </span><span style="color: rgb(52,52,52)"><strong>Mark all new products and services taxable</strong></span><span style="color: rgb(52,52,52)">. (This means items you add to a form have the </span><span style="color: rgb(52,52,52)"><strong>Tax</strong></span><span style="color: rgb(52,52,52)"> column already selected. You can clear individual items in a form if you don't need to charge sales tax.)</span></li> <li><span style="color: rgb(52,52,52)">Select if you'd like to </span><span style="color: rgb(52,52,52)"><strong>Mark all new customers taxable</strong></span><span style="color: rgb(52,52,52)">. You can still change a customer's taxable status in the Customer Center.</span></li> </ol> </li> <li><span style="color: rgb(52,52,52)">Select </span><span style="color: rgb(52,52,52)"><strong>No</strong></span><span style="color: rgb(52,52,52)"> if you don't charge sales tax. If you already charged sales tax on earlier transactions, you won't be able to disable sales tax without first removing sales tax from those earlier transactions.</span></li> </ol> <p> </p> <p><span style="color: rgb(52,52,52)">Note:  Please verify that these instructions are current before modifying your QuickBooks Online Account by contacting Intuit/QuickBooks.</span></p>