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Who Can Access Bill Syncing Settings for QuickBooks Online and Xero?

Question:

  • What permission level is needed to access the Bill Syncing page in Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

Users must have Administrator permissions to access the Bill Syncing page in Clio Manage in order to configure QuickBooks Online & Xero sync settings.

 

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