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Will All of My Clio Contacts Sync to Quickbooks Online?

Objective:

  • Sync all Contacts to Quickbooks

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Only your Clio Contacts with Approved invoices (in Awaiting Payment) will be synced with QuickBooks Online. Personal Contacts that have no invoices will not be synced over to QuickBooks Online.

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