KCS - How Do I Set a "Sync bills issued on or after" Date For Quickbooks Online?

Objective:

  • Can I set a starting date for Bills using Quickbooks Online?

Environment:

  • Clio Web App

Additional Information:

Only bills with an Issue date after the "Sync bills issued on or after" date will sync with Quickbooks Online. 

Procedure:

  1. In Clio click on Settings
  2. Click on Bill Syncing
  3. Under Sync Status set the Sync bills issued on or after date
  4. Click Update Sync Settings
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