KCS - Why do my taxes come over to Quickbooks Online as line items?

Objective:

  • Tax items from Clio are coming as line items into Quickbooks online

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

To combine each tax into a single line item, go to your QuickBooks Online sync settings in Clio and check "Aggregate line item taxes on QuickBooks Online invoice".

Answer:

Clio does not currently integrate with Quickbooks Online's Sales Tax Center. Instead, Clio applies tax as Line Items in the Bill. 

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