KCS - My Bill In Clio Is Not Syncing to QuickBooks Online

Issue:

  • Invoice doesn't sync to QB Online

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

n/a

Cause:

There are many reasons why a Bill created in Clio may not sync to QuickBooks Online.

Resolution:

  1. Verify that Clio is currently syncing with QuickBooks Online
    1. In Clio click on Settings
    2. Click on Bill Syncing
    3. Under Sync Status verify that:
      1. There is a green checkmark and the word Synced 
      2. There are the words Bills Synced and a number of Bills synced
  2. Verify that the bill is not in a Draft state
    1. In Clio click on Bills
    2. Click on the All subtab
    3. Click on Filters
    4. Find the Bill by either:
      1. Using Filters 
      2. Entering the Bill number in the Search area and clicking Search
    5. Click on the Bill number
    6. Look at the State of the Bill
  3. Verify that the bill is issued on a date that Clio is syncing
    1. In Clio click on Settings
    2. Click on Bill Syncing
    3. Under Sync Status verify that the Sync bills issued on or after date is set to before the issue date of the Bill that is not syncing 
  4. Verify that the Clio Contact has synced as a Customer in QuickBooks Online
    1. In Clio view the Client of that Bill's Matter
    2. In QuickBooks click Sales
    3. Click the Customers subtab
    4. Enter the name of the Customer in the Find a customer or company search bar
  5. Verify that there are no duplicate Customers in QuickBooks Online
    1. In QuickBooks Online click on Sales
    2. Click on the Customers subtab
    3. Click the gear icon beneath the New Customer button
    4. Click the Include Inactive checkbox
    5. Enter the name of the Customer in the Find a customer or company search bar

 

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