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As a Clio Certified Consultant how do I Link a QuickBooks Online Account When I Have Several Options

Issue:

  • 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?

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

Linking Clio to QuickBooks Online works one of two ways:

1. If the Clio Certified Consultant, or firm, is the Quickbooks Online Account owner, if you link it to your account you will have control

2. If the Firm is the Quickbooks Online Account Owner they will have control

Resolution:

We are not able to advise on this due to every situation being different

 

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