San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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.

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