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Can you Limit Which Matters Sync to QBO?

Question:

  • Can you choose which matters sync to Quickbooks
  • Can I set which bills sync to QBO

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

 

Answer:

While you can set up the "Sync Forward Date" so that you only send data to QBO starting from a set point, there is no way to filter which matters or bills after that point get sent to Quickbooks Online.

 

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