KCS - How does the Mapping with Quickbooks Online Work?

Objective:

  • How does Clio link items to the appropriate Chart of Accounts within Quickbooks
  • Setting up the Clio mapping with Quickbooks

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

Add a product or service (Quickbooks Online)

Answer:

The items such as, Time and Expenses, do not map directly to the Chart of Accounts within Quickbooks. Rather, Clio links to the Products and Services. Products and Services in Quickbooks are then connected to a specific Account in Quickbooks. For this reason, you will need to make sure you have the appropriate Products and Services setup within Quickbooks before setting up the mapping within Clio.

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