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Can I Make a Bill Less Detailed When Syncing With QuickBooks Online?

Objective:

  • Make bills less detailed when syncing with QuickBooks Online
  • Make changes to how a bill looks in QuickBooks Online from the Sync Settings in Clio
  • Aggregate bills when syncing to QuickBooks Online

Environment:

  • Clio Web App
  • QuickBooks Online

Additional Information:

For information on setting up QuickBooks Online Sync, see here

How to Aggregate Bills 

Answer:

Yes, when you Aggregate the Bill less information will be pushed over to QBO. 

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