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Quickbooks Online - Expense Sync with Multiple Clients And/Or Matters

Question:

  • How do I enter in expenses for writing a cheque in Quickbooks Online?
  • How do my expenses sync to Clio when writing a check in QBO?
  • Can a cheque in Quickbooks with multiple matters sync with Clio?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • n/a

Answer:

If an expense is linked to two or more clients/matters in QBO, Clio will ignore it and not create the expense in Clio (since Clio expects an expense to have a single Matter associated with it only)

 

As a workaround, we recommend creating the itemized expenses in Clio under each Matter. Once the invoice is Unpaid, it will sync over to Quickbooks Online where the payment for one or many clients can be recorded.

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