Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality