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Is It Possible to Sync Clio Bills to More than One Revenue Category in QuickBooks Online?

Objective:

  • Map Clio invoices to multiple QuickBooks Online revenue categories

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

Answer:

No, it is not currently possible to sync bills in Clio to more than one revenue category in QuickBooks Online. They can be synced to a single revenue category in QuickBooks Online, and then manually moved to the desired revenue category.

 If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.

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