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How Do I Add a Bill Prefix to Bills Exported to Quickbooks Online?

Question:

  • Change the bill prefix
  • Can I make the bill numbers in QBO different than in Clio?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • Changing a bill prefix will cause bill numbers to change in Quickbooks Online on a go-forward basis only
  • Clio will add a dash between the prefix and the bill number in Quickbooks Online

Answer:

  1. Click Settings
  2. Click Bill Syncing
  3. Click Configure settings
  4. Under Bill prefix add a prefix
  5. Click Save sync settings

 

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