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:
- Click Settings
- Click Bill Syncing
- Click Configure settings
- Under Bill prefix add a prefix
- Click Save sync settings
