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How Does Mapping with QuickBooks Online Work?

Objective:

  • How does Clio link items to the appropriate Chart of Accounts within QuickBooks Online
  • Setting up the Clio mapping with QuickBooks Online
  • Does Clio have Chart of Accounts?

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • Add a product or service (QuickBooks Online)
  • Clio strongly recommends that you consult with an accountant when setting up your Products and Services in QuickBooks Online

Answer:

Items such as Time and Expenses do not map directly to the Chart of Accounts within QuickBooks Online.

Rather, Clio links to the Products and Services. Products and Services in QuickBooks Online are then connected to a specific Account in QuickBooks Online.

For this reason, you will need to make sure you have the appropriate Products and Services setup within QuickBooks Online before setting up the mapping within Clio.

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