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What Happens to an Overpayment in Clio that Syncs to QuickBooks Online?

Objective:

  • Overpayment syncing 
  • How to handle an overpayment in Clio if QuickBooks Online is synced
  • How to deal with Overpayment In QuickBooks Online if the month is reconciled/closed

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • Any edits you make to invoices in Clio will sync over to QuickBooks Online, unless that month has already been reconciled. You will need to manually make the changes in QBO if that is the case.

Answer:

Overpayments to bills will still sync over to QuickBooks Online as an unapplied payment. As this can create a duplicate entry, when these funds are applied as a payment to a bill, the best option is not to use the overpayment feature in Clio if you integrate with QuickBooks Online already. 

Recommended Workaround:

  1. Record a Payment up to the Invoice amount 
  2. Add a New Transaction for the balance on either Matter-level or Client-level to add the remaining balance
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