QuickBooks Online Undeposited Funds Error

Issue:

• Quickbooks Sync Failures display Error Message: "The Undeposited Funds account is not found in your QuickBooks Online account. As a result, Clio is unable to sync refunds."

Environment:

• Clio Manage
• QuickBooks Online

Additional Information:

• To find Quickbooks errors: Click Here

Cause:

• Either the Un-deposited Funds account was deleted in QuickBooks Online, or the Un-deposited Funds account has incorrect settings enabled.

Resolution:

1. If you don't see the Un-deposited Funds account:
   In the Chart of Accounts, click the gear icon on the right, then enable the "Include Inactive" checkbox
2. If the account exists, edit the account to ensure it has the following Settings:
   Category Type: Current assets
   Detail Type: Undeposited Funds
   Is NOT a sub-account
3. If neither of these resolves the issue, call Support at 1-888-858-2546