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Does a Clio Payment Without an Invoice, Sync to Quickbooks Online?

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. 

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