Rocket Matter Synchronizes With QuickBooks

Sean Doherty

Law Technology News

12-20-2012

Rocket Matter, a legal practice management and time and billing software as a service, now integrates and synchronizes data with Intuit Inc.'s QuickBooks. The QuickBooks synchronization is a $14.99 add-on to the Rocket Matter's practice management service, which costs $60 per month per user. The add-on feature uses the new Intuit App Center as the go-between Rocket Matter billing and QuickBooks accounting.

Rocket Matter's integration path with QuickBooks does not require you to manually export data and import it into QuickBooks. The Intuit App Center links QuickBooks and Rocket Matter to synchronize data between the applications. One click on each side of the link will accomplish data transfer.

To work with QuickBooks, your Rocket Matter account needs to be upgraded by a support specialist and you need a license for QuickBooks 2009 (or later) Pro, Premium, or Enterprise edition. When your account is upgraded, you can choose cash or accrual accounting, and whether or not to use Rocket Matter trust accounting. Then you can select the QuickBooks accounts to match Rocket Matter aggregate billing information for accounts receivable, operating cash, legal fee income, trust cash, and trust liabilty. If you do not have corresponding QuickBook accounts, Rocket Matter's set-up can create them on the fly.

Rocket Matter figures are associated with QuickBooks' accounts when your RocketMatter account is upgraded.

Once a Rocket Matter account is upgraded for QuickBooks, to synchronize data go to Rocket Matter's billing dashboard and click "Synch to QuickBooks"; then from QuickBooks, pull down the menu for Online Services from the tool bar, select Managed Services, and choose "Start Synch Now." Rocket Matter information then synchronizes with QuickBooks.

One click in Rocket Matter and another in QuickBooks starts the synchronization.

Press release for the "Picard" edition.

Attorney Sean Doherty is LTN's technology editor.