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. 
• QuickBooks Online: Setting up Your QuickBooks Online Integration

Procedure:

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