KCS - Where Do Credit Notes Sync to in Quickbooks Online

Objective:

  • Syncing Credit Notes to Quickbooks
  • Where are Credit Notes posted in Quickbooks Online 

Environment:

  • Clio Web App 

Additional Information:

Credit Notes in Clio sync over as Credit Memos in Quickbooks Online

Answer:

  •  Credit Notes sync over to QBO as Credit Memos and should appear under Transactions → Sales alongside Bills and Payments. These are automatically applied to the correct Invoice in Quickbooks Online 
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