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