KCS - Am I Able to Assign Classes in Clio to Sync over to QuickBooks Online?

Objective:

  • Am I able to assign an Invoice or a Line Item a Class so when it syncs to QuickBooks Online I'm able to run a Profit & Loss Report?
  • Can I run a Profit & Loss Report from Clio?

Environment:

  • Clio Web App
  • QuickBooks Online

Additional Information:

Using Classes & Locations in QuickBooks Online

Answer:

No, Classes need to be assigned to the Invoice or the Line Item after your Bills have synced over to QuickBooks Online. 

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