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:
- Contacts (after they have an approved Bill)
- Bills (bills will only sync after they have been approved)
- Credit Notes
- Payments
- Trust/Client transactions (if the Trust/Client Sync feature was enabled)