Use Matters.Cloud + QuickBooks to manage your law firm in the cloud

Matters.Cloud Logo+QuickBooks

Powerful. Easy. Online.

Manage your law firm

Matters.Cloud enables legal professionals to track time and expenses, manage clients and matters, raise invoices, develop opportunities and keep up to date with tasks all within a single cloud based platform.

Get Matters.Cloud Try QuickBooks For Free

Synced, simple and automatic.

Keep Up To Date

Matters.Cloud automatically syncs relevant details with QuickBooks including clients, invoices and payments.

Matters.Cloud + QuickBooks

What Matters.Cloud Does

Clients & Matters

Brings together key information related to clients, contacts and matters. Helping to break down matters into key phases and tasks with integrated estimation capabilities.

Time & Expenses

Provides time and expense recording practices that meet the needs of law firms. Including managing client, matter or activity based rates, plus a range of billing arrangements.

Invoicing

Simplifies processes like raising detailed matter invoices, capturing payments and managing client funds.

Opportunities

Provides visibility on your key opportunities, whilst allowing you to convert them to a matter at any time without rekeying data.

App Marketplace

Integrates with other commonly used tools including DropBox for document collaboration, Mailchimp for email marketing and more.

What QuickBooks Does

Powerful. Easy. Online.

Online accounting software that gives you peace of mind.

QuickBooks is online accounting software that lets you run your business easily and efficiently.

  • Bring in your bank data. Connect your bank and credit cards to see transactions in real-time and get a clear view of cash flow.
  • Let transactions sort themselves. Our smart software can match receipts to expenses and invoices to income. You just need to hit ‘approve’.
  • Invoice on the spot. Send customised invoices anywhere, anytime. Overdue alerts and automatic reminders mean no more chasing late payments.
QuickBooks

Connect matters.cloud to QuickBooks in 3 Steps

1 - Signup to Matters.Cloud

Step 1 - Signup to Matters.Cloud

Signup with Matters.Cloud at http://matters.cloud/signup/

Signup

2 - Connect to QuickBooks

Step 2 - Connect to QuickBooks

Navigate to Setup > Integrations, click Connect on the QuickBooks tile.

QuickBooks Connect

3 - Sign in and authorise Matters.Cloud

Sign in with QuickBooks

Sign in with QuickBooks, and authorise Matters.Cloud to access your QuickBooks data.

Check out related articles on our knowledge base for further information.

QuickBooks Approve

Details:

Sync Clients

Clients created in Matters.Cloud will automatically be created as contacts within QuickBooks.

Configurable Mapping

Already using Quickbooks? Our easy to use mapping tools allow yu to map to existing records to ensure there are no duplicates.

Sync Invoices & Credit Notes

Invoices or credit notes created within Matters.Cloud will automatically be created within QuickBooks.

Sync Invoice Payments

Invoice payments created within Quickbooks will be imported into Matters.Cloud on a scheduled basis.

Sync Client Account / Trust Transactions

Client account / Trust transactions created within Matters.Cloud will automatically create bank transactions within Quickbooks to allow you to leverage automatic bank reconciliation features.