KCS - Why are there an excess of un-deposited funds in my Quickbooks Online?

Objective:

  • Explaining why there are excess un-deposited funds in Quickbooks Online from Clio

Environment:

  • Quickbooks Online
  • Clio Web App

Additional Information:

n/a

Answer:

If you have a connection with the bank in Quickbooks Online, as well as a sync in Clio, you will have funds show up in Quickbooks Online from both the bank connection as well as from the Clio sync.  As such, there will be double the funds as it would come in twice. Since there is only one invoice coming in from Clio, there will be excess funds as there are no excess invoices to attach them to.

You will need to choose between the Clio sync and the bank connection. 

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