Objective:
- Syncing Credit Notes to Quickbooks
- Where are Credit Notes posted in Quickbooks Online
Environment:
- Clio Manage
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