Objective:

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

Environment:

• Clio Manage
• QuickBooks Desktop

Additional Information:

n/a

Answer:

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