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 account statements were never easier, and the only thing you need to do is connect your QuickBooks account with Matter365.

            Select gear icon in top right corner to access Matter365 application settings, and choose QuickBooks Online integration.
            Matter365 application settings
            On this page, you will see a list of existing QuickBooks companies that were added, 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 on QuickBooks.
            Connecting to your QuickBooks Online company from Matter365
            After you have set up your company here, you can start using Matter365 accounting features.

            Updated: 10 Sep 2019 05:24 PM
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