KCS - What are the Benefits of Using the Quickbooks Online Integration

Objective:

  • What are the benefits of using the Clio Quickbooks accounting integration
  • Benefits of Quickbooks online

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

For more information on setting up the Quickbooks online sync, click here

Answer:

Syncing Clio and Quickbooks can help to streamline the legal accounting process in the following ways:

  • Automatically send financial information from Clio to Quickbooks which eliminates the need to enter it twice
  • Sync contacts, invoices, financial information, and trust transactions 
  • Sync Payments and credit notes automatically
  • Manage amounts in both Operating and Trust accounts
  • Automated trust workflow ensures that amounts in trust are reconciled between Clio, QuickBooks Online, and your associated bank accounts
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