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How to Connect my Client's Clio Account to QuickBooks

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.

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