Objective:
- At what stage in the Billing cycle does the sync with QuickBooks Online happen?
- Can I force a sync to QuickBooks Online?
Environment:
- Clio Manage
- QuickBooks Online
Additional Information:
- How Often Does Clio Sync with Quickbooks Online?
- A bill will still sync over even if it had been previously synced over. For more information on how to delete a payment from a synced bill, click here
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. Clio will also send Bills to QuickBooks Online immediately after any edits have been made to it.