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How to set a Date Forward in the QuickBooks Online Sync

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:

  • Web app

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. From the first column of options, choose Bill Syncing > QuickBooks Online.
  3. Check the box next to Export Bills from Clio to QuickBooks Online.
  4. In the Date Range of Bills to Sync to QuickBooks Online, select the preferred dates.
  5. Scroll down and click Update Sync Settings

 

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