Objective:
- Syncing Expenses
- Syncing individual entries to Quickbooks
Environment:
- Clio Manage
- Quickbooks Online
Additional Information:
n/a
Answer:
- Individual Expense entries do not transfer to Quickbooks Online. Bills transfer to Quickbooks Online. Once the Expense Entry has been placed on a Bill and that Bill is approved, the Bill will sync to Quickbooks Online.
- Also, ensure that your Products and Services for Expenses are created for Quickbooks Online and synced with Clio.