Objective:

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

Environment:

• Clio Manage
• QuickBooks Online
• Xero

Additional Information:

• How do I Set Up the Quickbooks Online Sync?
• How to set up Xero

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