Question:
- Do Payments not linked to invoice sync to Quickbooks Online
- Can a Payment not linked to 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
Answer:
No, payment will not sync to Quickbooks Online unless it is linked to payment in Clio first. How to link a Secure payment to a Contact or Matter can be found: Here