Master Your Billing with Rocket Matter and QuickBooks 

We know that law school doesn’t teach attorneys how to run a business. Even so, law firms face greater financial complexity than other professions because we hold money as custodians on behalf of other people in special accounts specifically created for that purpose. Managing trust accounts (also known as IOLTA accounts), their recordkeeping, and reporting, or failing to do so, are among the most common ways lawyers face disciplinary action. 

Fortunately, we’ve come a long way from the days of ledger books and even spreadsheets. In the same way that Microsoft Word is the sine qua non of business writing, and Adobe Photoshop fulfills the same role for digital artists, QuickBooks plays that part for business accounting, especially small business accounting. And just as Word and Photoshop offer growing web-based versions, so too does QuickBooks with QuickBooks Online. 

Rocket Matter, an innovative, feature-rich law practice management system (LPMS), and one of the earliest online LPMS tools, offers a robust integration with QuickBooks Online. The combination of these best-of-breed products ensures easy, stress-free, and precise trust account management. 

Easy to Activate 

It takes only a few clicks to connect Rocket Matter with QuickBooks: 

1. Click on the Accounting module on the left navigation panel in Rocket Matter; 

2. Select QuickBooks, then toggle the integration on; 

3. Sign in to QuickBooks when prompted; and 

4. Select your company from within QuickBooks. 

That’s it. With those four simple steps, you’ve connected the two programs. 

On the QuickBooks Online side, there are some additional configuration steps. Of course, Rocket Matter is here to help. Their experts have prepared a help article and PDF guide to ensure you get the best interoperability available, maximizing the strengths of each program. 

Easy to Use 

Once connected and configured, Rocket Matter and QuickBooks work together to support your practice, making routine tasks simpler while providing a complete view of your financial picture. 

Think of the financial activities you perform in Rocket Matter. A list likely includes: 

• Creating invoices and recording their payment; 

• Altering invoices, including discounts and write-offs; 

• Tracking matter “hard costs,” like filing fees; and 

• Monitoring client trust accounts. 

Rocket Matter’s QuickBooks integration helps with all of these.  

Conveniences of the integration include: 

• The ability to sync entire deposit slips between Rocket Matter and QuickBooks, rather than having to touch individual transactions, improving accuracy and speed for batch deposits; 

• Simplifying reconciliation to eliminate the need for manual adjustments; 

• The capability to customize your firm’s invoice payment syncing between Rocket Matter and QuickBooks; and 

• Greater visibility into transaction details with comprehensive syncing logs. 

Easy to Appreciate 

A strong accounting system makes the day-to-day tasks of tracking bills, expenses, and payments as simple and straightforward as possible. It puts the right tools and information where you want it in the form you need it. Rocket Matter’s integration with QuickBooks passes these tests with flying colors. 

The combined power of Rocket Matter’s industry-leading LPMS and QuickBooks’ financial tools are supported and complemented by Rocket Matter’s relentless focus on helping attorneys. Rocket Matter works with you on the customization of general ledger accounts and services, so you can focus on practicing law while their experienced personnel handle the financial setup. And, of course, it’s all backed by the Rocket Matter team, with customer support available 24/7. 

The Rocket Matter-QuickBooks integration is a game-changer for streamlining financial management and ensuring accuracy. Learn more about it by visiting Rocket Matter’s website. 

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