- Linking Clio to Quickbooks Online When Several Options Are Available
- A CCC is working with a firm, and that firm has many QBO accounts, which one should they link it to?
- Clio Manage
- QuickBooks Online
- We are not able to advise on this due to every situation being different
Linking Clio to QuickBooks Online works one of two ways:
- If the Clio Certified Consultant, or firm, is the Quickbooks Online Account owner, if you link it to your account you will have control
- If the Firm is the Quickbooks Online Account Owner they will have control