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.
- QuickBooks Online: Setting up Your QuickBooks Online Integration
Procedure:
- Click on Settings
- Click Bill Syncing
- Select Quickbooks Online
- Click Connect to Quickbooks Online
