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How Can I Tell if My Clio Account is Currently Syncing to QuickBooks or Xero?

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:

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
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