- Overpayment syncing
- How to handle an overpayment
- Clio Web App
- Example: if you pay a $100 Bill with a $1 overpayment in Clio, the integration will send a $101 payment to Quickbooks. Clio doesn't recognize the extra $1 as earned revenue, but Quickbooks does consider it a payment to the Operating Account for earned revenue. The $1 overpayment in Clio can be used to pay a consecutive invoice. However, in Quickbooks, the $1 overpayment will be applied to earned funds twice. Thus doubling the payment amount.
- 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.