KCS - Why Are Invoice Payments Not Showing Up In My Operating Account In Quickbooks Online?

Objective:

  • Sync Bill Payments to Quickbooks Online and have the payments appear in the Operating Account.
  • To learn where payments entered in Clio sync to in QuickBooks Online.

Environment:

  • Quickbooks Online

Additional Information:

Intuit Support Page:
https://community.intuit.com/articles/1583122-bank-deposits

Answer:

Payments made on Invoices in Clio will sync to your Quickbooks Online Account, and will appear in the "Undeposited Funds" account. For the Payment to appear in the Operating Account after it syncs over, you must first create a Bank Deposit in QBO to actually deposit the funds into your Operating Account.

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