- Did my Client sync to QBO?
- Clio Web App
- Quickbooks Online
Clio will only sync Clients with Bills with an issue date within the Sync bills issued on or after date
- In Clio view the Client of that Bill's Matter
- 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)").