collaborate with your teammates remotely and more QuickBooks Online vs. You can now invoice from QBOE, which you can use to send your clients an email with the invoice attached for their review. The Stripe Pro payment gateway extension for Easy Digital Downloads allows store.
The app’s ability to set default values for fields and Field level mapping makes this app a powerful and easy way to import data into QuickBooks Online. Clicking Import completes this process.ĥ. Transaction Pro Importer is an app that helps is importing many a list and transaction types into QuickBooks Online from any CSV/Excel or text files. Select Yes for billable status and record the initials or identifying words for the billable users. Import the excel file and choose the relevant worksheet, then select Time Activities under Import Type.Ĥ. Go to the App Center in QuickBooks Online. You can also remap those fields in Transaction Pro’s Import Wizard.ģ. Alter the headers on your downloaded file to match the fields inside your QBOE. You can export these reports easily from Rocket Matter.Ģ. This will show your Billable Activity Detail report. Export your activity for a given date range by clicking on What I’ve Billed Today on your Rocket Matter user dashboard. To take advantage of Transaction Pro integration, just follow these steps:ġ. We’re just happy to have an app flexible enough to adapt to different workflows! Check the box next to those Options that are to be used and then select the SAVE CHANGES button at the bottom left. When the OPTIONS button is selected, a screen will display the available Options. Our batch billing capabilities allow you to invoice all of your unbilled time with the click of a button.īut everybody has their own workflow, so for the QuickBooks Online junkie that wants the Bill As You Work™ and Matter Management power of Rocket Matter, this is your solution. To access all the Options, on the Preview and Import page, click the OPTIONS button, the right-most tab along the top of your import table.
Granted, we think it’s more efficient to run invoices in Rocket Matter.
This week, we will look at a handy tip from one of our users about integrating their Rocket Matter billable time entries with QuickBooks Online Edition (QBOE) using third party software called Transaction Pro™. Rocket Matter users already know how easy it is to capture time and expenses during your busy day, both in and out of the office.