What Happens to an Overpayment in Clio that Syncs to Quickbooks?

Objective:

  • Overpayment syncing 
  • How to handle an overpayment 

Environment:

  • Clio Web App

Additional Information:

  • n/a

Answer:

  • The overpayment feature in Clio doesn't translate to Quickbooks. The best option is to not use the overpayments feature in Clio if you wish to integrate with Quickbooks. 

 

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