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


  • Did my Client sync to QBO?


  • 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


  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