Objective:

• Did my Client sync to QBO?

Environment:

• Clio Web App
• 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:

1. In Clio view the Client of that Bill's Matter
2. In QuickBooks click Sales
3. Click the Customers subtab
4. 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)").