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What Does Clio Sync to QuickBooks Online?

Objective:

  • What information does Clio send to QuickBooks Online?

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • n/a 

Answer:

Clio sends the following, in this order:

  1. Contacts (after they have an approved Bill)
  2. Bills (bills will only sync after they have been approved)
  3. Credit Notes
  4. Payments
  5. Trust/Client transactions (if the Trust/Client Sync feature was enabled)

 

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