How do I Set Up the Quickbooks Online Sync?

Objective:

  • Configure/integrate/sync with Quickbooks Online
  • How to set up QBO sync
  • How to set up the Quickbooks Online sync

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

Please note, only users with Administrator permissions can set up the sync with Quickbooks Online. For more information about recommended mapping settings, please click here

Procedure:

  1. Click on Settings
  2. Click Bill Syncing
  3. Select Quickbooks Online
  4. Click Connect to Quickbooks Online

Clio_-_Bill_Syncing_2019-12-16_17-26-46.png 

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