The 2020 Legal Trends Report is now available. Get the latest insights here.

When Does a Bill Sync to Quickbooks Online?

Objective:

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

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

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 immediately after any edits have been made to it.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality