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How Can I Tell If My Clio Account is Currently Syncing to Quickbooks Online?

Objective:

  • Is my QBO account actively syncing contacts, bills, bill payments and credit notes?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

How do I Set Up the Quickbooks Online Sync?

Procedure:

  1. In Clio click on Settings
  2. Click on Bill Syncing
  3. Under Sync Status verify that:
    1. There is a green checkmark and the word Synced 
    2. There are the words Bills Synced and a number of Bills synced

Clio_-_Bill_Syncing_2019-12-16_17-18-16.png 

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