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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 transactions (if the Trust Sync feature was enabled)
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