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


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


  • Clio Manage
  • Quickbooks Online

Additional Information:

How do I Set Up the Quickbooks Online Sync?


  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


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