KCS - What Happens When I Try to Sync a Client in Clio with a Subcustomer in Quickbooks Online?

Objective:

  • How does Clio's QBO sync handle sub-customers

Environment:

  • Clio Web App
  • QuickBooks Online

Additional Information:

More information on sub-customers can be found on QuickBooks' support page here.

Answer:

When Clio syncs a client with a Bill to QuickBooks Online that has the same Name (Company name or First and Last name) and email address of a QBO sub-customer, Clio will convert the sub-customer into a normal customer and sync that Bill to QuickBooks. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality