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How Can I Tell If My Contact from Clio Has Synced to Quickbooks Online?

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. Open the Contact in Clio
  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)").  You'll see the same number in Clio within the URL when viewing the Contact (for example: https://app.clio.com/nc/#/contacts/902045059).

 

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