KCS - How to Connect my Client's Clio Account to Clio

Objective:

  • I am a QuickBooks accountant. I need to connect my client's Clio account to QuickBooks.

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

To connect your client's Clio account to QuickBooks, please follow these steps. When prompted to sign into QuickBooks Online, please do so with your client's QuickBooks credentials, not your own.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality