Objective:
- How to disconnect QuickBooks Online to restart the sync
- How to reactivate QuickBooks Online sync
- How to re-sync your QuickBooks Online Account
Environment:
- Clio Manage
Additional Information:
- When Disconnecting Clio's access to your QuickBooks Online account, the sync maintains a memory of links between your synced invoices, Contacts, and payments will remain in case you want to reauthorize access at a later time.
- After Disconnecting from a QuickBooks Online account, connecting to a different QuickBooks Online account will erase any memory of links with the previous QuickBooks Online account.
- As with the initial QuickBooks Online setup, it may take up to 24 hours for the sync to become fully active after reconnecting.
- More information can be found here: QuickBooks Online: Setting up Your QuickBooks Online Integration
Procedure:
- Go to Settings
- Select Bill Syncing
- Click Configure next to QuickBooks Online
- Click Disconnect from QuickBooks Online at the bottom-right of the page
- Click on the Connect button to start the connection again