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Is There a Way to Aggregate Line Items in the Quickbooks Sync?

Question:

  • Is there a way to aggregate line items in the Quickbooks sync?
  • Can I have a detailed bill, but aggregate the line items when it syncs over to Quickbooks online?

Environment:

  • Quickbooks Online
  • Clio Manage

Additional Information:

  • If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

Answer:

  • No, not at this time.

 

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