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Can QuickBooks Information Appear on Bills I Generate in Clio?

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. 

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