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Why Is the Name of the Payee Not Syncing Correctly from Clio to Quick Books Online for Trust Check Printing?

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

 

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