Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Why Are The Line Item Descriptions Blank in QuickBooks Desktop

Objective:

  • To understand why the not all Notes are visible when importing Bills from Clio

Environment:

  • Clio Web App
  • QuickBooks Desktop

Additional Information:

n/a

Answer:

Only the Activity Description headings on time entries will transfer over to the description field in QB’s invoices.  So the notes after an Activity description on a bill or in a time entry will not come through, and line items with no Activity Descriptions will be entirely blank

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality