Objective:

Did my Client sync to QBO?

Environment:

Clio Manage
Quickbooks Online

Additional Information:

Clio will only sync Clients with Bills with an issue date within the Sync bills issued on or after date

Procedure:

Open the Contact in Clio
In QuickBooks click Sales
Click the Customers subtab
Enter the name of the Customer in the Find a customer or company search bar

If the Contact has synced, it will appear after the search, followed by a number in parentheses (e.g. "Jane Smith (902045059)"). You'll see the same number in Clio within the URL when viewing the Contact (for example: https://app.clio.com/nc/#/contacts/902045059).