2017

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KCS - Does a Payment Deletion in Clio sync to Quickbooks Online?

Objective:

  • Deleting Payments using the Quickbooks Online Sync 

Environment:

  • Clio Web App 
  • Bills 

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.
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