Objective:
- What are the benefits of using the Clio Quickbooks accounting integration
- Benefits of Quickbooks online
Environment:
- Clio Manage
- 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