The 2020 Legal Trends Report is now available. Get the latest insights here.

My Bill in Clio is Not Syncing to QuickBooks Online


  • Invoice doesn't sync to QB Online


  • Clio Manage
  • QuickBooks Online

Additional Information:



There are multiple reasons why a Bill created in Clio may not be syncing to QuickBooks Online.


  1. Verify that Clio is currently syncing with QuickBooks Online
  2. Verify that the bill is not in a Draft state (Bills in Draft state will not sync)
  3. Verify that the bill is issued on a date that Clio is syncing
  4. Verify that the Clio Contact has synced  as a Customer in QuickBooks Online
  5. Verify that there are no duplicate Customers in QuickBooks Online, including Inactive Customers
  6. Contact Clio Support (see here
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality