How do I connect to QuickBooks?
Go to the Main Settings (gear icon in top right corner of the Main Dashboard) to access Matter365 application settings and choose QuickBooks Online integration.
On this page, you will see a list of existing QuickBooks companies that are linked to Matter365, or you can add a new one. Use Connect button and follow the QuickBooks wizard that will ask for your credentials in order to authorize you to access QuickBooks.
After you have set up your company here, you can start using Matter365 accounting features.
Here are some other helpful articles:
QuickBooks Online Integration
QuickBooks Online Integration If you’re using QuickBooks Online for your accounting, you can simplify some of the accounting workflows through Matter365 integration we offer. Setting up trust accounts, creating and managing invoices and generating ...
Gravity Legal and QuickBooks Integration
Gravity Legal and QuickBooks Integration You can integrate your Gravity Legal and QuickBooks and use that integration in Matter365. This article covers the Gravity Legal QuickBooks integration, including how to setup the integration, accept payments ...
May 2020 Update
01.05.2020. Solved the problem of multiple users from the same company needing QuickBooks access. In Matter365 settings -> Permissions you will find 2 separate roles: Permissions page can be opened only by users with "Permission Manager" role ...
Gravity Legal integration
Setting up a new Gravity Legal account You can sign up for Gravity Legal on this link. When you first log in, you will be placed in Settings - Payment Methods. Select the payment methods you would like to accept and click Continue. Complete the ...
Roles and Permissions
To open the permissions page, click on the gear icon in the top right corner of Matter365 to open application settings, and from that page, choose Permissions. Opening permissions page from Matter365 app settings This page will show all users from ...