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What Does 'All Dates' Do in Regards to the Quickbooks Online Sync?

Question:

  • If I select 'all dates' to sync, what syncs over to Quickbooks?

Environment:

  • Quickbooks

Additional Information:

  • n/a

Answer:

Selecting 'All Dates' will prompt Clio to send the following items from all time, in this order:

  1. Contacts (after they have an approved Bill)
  2. Bills (bills will only sync after they have been approved)
  3. Credit Notes
  4. Payments
  5. Trust transactions (if the Trust Sync feature was enabled)

 

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