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Can QuickBooks Information Appear on Bills I Generate in Clio?

November 24, 2020 19:19

Objective:

Quickbooks summary on Clio Invoices
Quickbooks syncing information to Clio

Environment:

Clio Manage

Additional Information:

Clio's QuickBooks Online integration will only push information from invoices in Clio to QuickBooks one way. Information from QuickBooks is not synced back to Clio.

Answer:

No, Clio is only able to generate Bills using information that has been entered into Clio directly.