Question:
- Do Payments not linked to an invoice sync to Quickbooks Online
- Can a Payment not linked to an invoice sync to Quickbooks Online
Environment:
- Clio Manage
- Quickbooks Online
Additional Information:
- It can sync to Quickbooks Online if it is a Trust Payment linked to a Matter
- How to link a Secure payment to a Matter can be found: Here
Answer:
No, the payment will not sync to Quickbooks Online unless it is linked to a Bill in Clio first.