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Does a Payment Deletion in Clio Sync to QuickBooks Online?

Objective:

  • Deleting Payments using the Quickbooks Online Sync 
  • Will changes made to bill payments in Clio also reflect in QuickBooks Online?
  • How does QuickBooks Online React if a Payment is deleted in Clio?
  • Will Deleted Payments in Clio Syncs to QuickBooks Online?
  • How does QuickBooks Online React to deleted Payments recorded in Clio

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

n/a

Answer:

If you delete a Payment in Clio it will be deleted in QuickBooks Online, provided that that Payment has not yet been deposited into a Bank Account in QuickBooks Online (this is when you transfer the Payment from Undeposited funds into Operating).

*If the Payment has been deposited, deleting the Payment in Clio will not delete it in QuickBooks Online. The Payment will need to also be deleted in Quickbooks Online.

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