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QuickBooks Online Integration Updates - Action Required

In order to improve your ability to manage the invoices, Contacts, payments and credit notes that are synced from Clio to QuickBooks Online, and to prevent the duplication of invoices, we have made a few upgrades to the Clio Bill Sync settings. 

Please Update your QuickBooks Online Settings - Action Required
New Revoke and Purge Access Option
Re-syncing Invoices, Contacts, Payments and Credit Notes

Please Update your QuickBooks Online Settings - Action Required

To ensure that the connection between your Clio and QuickBooks Online accounts is properly syncing invoices and to prevent the duplication of invoice numbers, there are two settings that must be enabled in your QuickBooks Online account.

Please follow these steps to enable "Custom Transaction Numbers" in your QuickBooks Online account:

  1. Open your "Company Settings"
  2. Click on the "Sales" tab then click on the pencil icon to edit the "Sales Form Content" settings.
  3. Check the box beside "Custom Transaction numbers", then click on the "Save" button.
  4. Click on the “Advanced” tab then click on the pencil icon to edit the “Miscellaneous” settings.
  5. Check the box beside "Warn if duplicate bill number is used", then click the "Save" button.

New Revoke and Purge Access Option

When revoking Clio's access to your QuickBooks Online account, you now have the option to just revoke Clio's access or purge it completely.  When you revoke assess, the links between your synced invoices, Contacts, and payments will remain in case you want to reauthorize access at a later time. The "Revoke and Purge" option will delete all of the links between your Clio Contacts, invoices, and payments; and those in QuickBooks Online. This will allow you to reconnect your QuickBooks Online account to Clio with a clean start. Please note that you should only choose the "Revoke and Purge" option if you are also purging your QuickBooks Online account.

Re-syncing Invoices, Contacts, Payments and Credit Notes

There are a number of reasons why the connection between your Clio Contacts, invoices, or payments and their QuickBooks Online counterparts may be broken [including a manual deletion of the synced item from QuickBooks Online]. If a previously synced item in QuickBooks Online ever loses its link to Clio, you will see a notification in the "Sync Status" of the "Bill Syncing" settings page in Clio. To re-establish the sync between Clio and QuickBooks Online for that item, click the accompanying "re-sync" link.