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Why isn't my Expense Entry Syncing to Quickbooks Account?

Objective:

  • Syncing Expenses 
  • Syncing individual entries to Quickbooks 

Environment:

  • Clio Web App 
  • Quickbooks Online

Additional Information:

n/a

Answer:

  • Individual Entries don't 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. 
  • Also, ensure that your Products and Services for Expenses are created Quickbooks Online and synced with Clio.
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