Question:

When the trust check printing steps in Clio are followed correctly, with the payee showing in the menu box before the check is viewed in QBO, it results in a blank 'payee' field in QBO. Why is this?

Environment:

Clio Manage
Quickbooks Online

Additional Information:

To view your list of Quickbooks error codes in Clio, please follow the steps listed in this article.

Answer:

This is due to a Quickbooks error code concerning the particular client, and most likely specifically due to Quickbooks Error Code (2050) - dealing with the phone number field in Clio.

To resolve this, please:

Navigate to the contact/payee in Clio that is not populating in Quickbooks
Click on 'Edit Contact'
If there is any text in the 'Phone Number' field, please remove this from there
Click on 'Save Contact' once this is done
After this, please re-try to print a trust check following the steps here