KCS - When does a Bill Sync to Quickbooks Online?

Objective:

  • At what stage in the Billing cycle does the sync with QBO happen?

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

How Often Does Clio Sync with Quickbooks Online?

Answer:

Clio will send a Bill to Quickbooks Online when it enters the Approved state in Clio, provided that the Issue date of the Bill is after the Sync bills issued on or after date in your Quickbooks Online Settings.

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