Objective:
- How to set a date forward so past Bills don't sync
- How do I set a "sync bills issued on or after" date for quickbooks online?
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Click Settings
- From the first column of options, choose Bill Syncing > QuickBooks Online.
- Check the box next to Export Bills from Clio to QuickBooks Online.
- In the Date Range of Bills to Sync to QuickBooks Online, select the preferred dates.
- Scroll down and click Update Sync Settings