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

Objective:

  • Overpayment syncing 
  • How to handle an overpayment in Clio if QuickBooks Online is synced

Environment:

  • Clio Web App

Additional Information:

  • n/a

Answer:

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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