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What does Clio Sync to QuickBooks Online?

Objective:

  • What information does Clio send to QuickBooks Online?

Environment:

  • Clio Web App
  • QuickBooks Online

Additional Information:

n/a 

Answer:

Clio sends the following, in this order:

  1. Contacts (after they have an approved Bill)
  2. Bills (after they have been approved)
  3. Credit Notes
  4. Payments
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