- At what stage in the Billing cycle does the sync with QBO happen?
- Clio Manage
- 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
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.