KCS - Will Transactions in my Operating Account Sync to Quickbooks Online?

Objective:

  • Will a client's pre-payment that was deposited into the Operating Account sync to Quickbooks Online?

Environment:

  • Clio Web App
  • Quickbooks Online

Additional Information:

n/a

Answer:

No. Payments made by your client need to be applied to a Bill before they will sync to Quickbooks Online.

However, revenue payments from Clio will be added to the Undeposited Funds account in QuickBooks Online.

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