KCS - 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. 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)"). 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality