When it comes to practice management software, competition is a good thing. With the ever-increasing popularity of cloud-based practice management among lawyers, the various platforms have all been scurrying to add new features and enhancements. A prime example is Rocket Matter, which in recent months has added email integration, launched an iPhone app, launched an API to allow third-party developers to integrate their own applications, and added document assembly and custom fields.
Now, Rocket Matter has released an add-on that enables its users to integrate with QuickBooks, the popular accounting software from Intuit. Unlike earlier enhancements, this one is offered as an add-on for an additional fee of $14.99 a month (with discounts for longer-term subscriptions). That would be in addition to the monthly subscription fee, which starts at $59.99 for the first user and goes down based on numbers of users and term of subscription.
Rocket Matter integrates with QuickBooks by using the Intuit App Center as the link between billing within Rocket Matter and accounting in QuickBooks. This avoids the need to import or export QuickBook’s propriequickbooks ty .iif (Intuit Interchange Format) files.
“Like we did with our email integration, the QuickBooks integration is accomplished in a seamless way,” Rocket Matter CEO Larry Port said in an email. “We wanted to avoid ‘download, import, and pray.’ There’s no IIF files or nasty import-export process. Everything syncs with a couple of clicks, similar to how law firms sync QuickBooks with their bank account.”
Once the integration is set up, synchronization is basically a two-step process. First, from the billing dashboard within Rocket Matter, you click the the “Sync to QuickBooks” button. Then you go to QuickBooks and select an option there to begin synchronization. With that, the Rocket Matter data is added to QuickBooks.
The integration works with 2009 and later Windows versions of QuickBooks Pro, Premium or Enterprise Edition. It supports both accrual and cash accounting as well as trust accounting.
Below is Rocket Matter’s tutorial showing how to set up and use the QuickBooks integration.