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

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](/content/signup/index.html) [Try QuickBooks For Free](https://quickbooks.intuit.com/pricing/)

Matters.Cloud + Quickbooks \| Biteable

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## Keep Up To Date

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

## 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.

## Connect matters.cloud to QuickBooks in 3 Steps

#### [1 - Signup to Matters.Cloud](/content/app-marketplace/quickbooks/#collapse1/index.html)

###### Step 1 - Signup to Matters.Cloud

Signup with Matters.Cloud at [http://matters.cloud/signup/](/content/signup/index.html)

#### [2 - Connect to QuickBooks](/content/app-marketplace/quickbooks/#collapse2/index.html)

###### Step 2 - Connect to QuickBooks

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

#### [3 - Sign in and authorise Matters.Cloud](/content/app-marketplace/quickbooks/#collapse3/index.html)

###### Sign in with QuickBooks

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

## 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 you 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.