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Is it possible to only sync contacts/bills from clio to xero but not the payments posted on it?

Question:

  • Only sync bills to Xero
  • Pause Payments sync to Xero

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

  • n/a

Answer:

As long as the bills are approved, the payments will show. So, the only way around would be to keep bills in draft status.

 

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