KCS - How to Set Up Quickbooks Online

Objective:

  • Configure/integrate/sync with Quickbooks Online

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

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

Procedure:

  1. Click on Settings (gear icon)
  2. Click Bill Syncing
  3. Select Quickbooks Online
  4. Click "Connect to Quickbooks Online"

 

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