- Determine when to use the "revoke and purge" option in the Quickbooks Online Sync configuration
- Clio Web App
- Quickbooks Online
Purging will not remove any item from your Quickbooks Online account. The Revoke and Purge option should only be used if you are considering clearing out your Quickbooks Online Account and starting fresh.
When revoking Clio's access to your QuickBooks Online account, you have the option to just revoke Clio's access or purge it completely. When you revoke assess, the links between your synced invoices, Contacts, and payments will remain in case you want to reauthorize access at a later time.
The "Revoke and Purge" option will delete all of the links between your Clio Contacts, invoices, and payments; and those in QuickBooks Online. This will allow you to reconnect your QuickBooks Online account to Clio with a clean start. Please note that you should only choose the "Revoke and Purge" option if you are also purging your QuickBooks Online account.