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

Will a Contact sync to Quickbooks Online if there are no Bills but there is a Trust transaction?

Objective:

  • When will a Contact sync to Quickbooks online?

Environment:

  • Clio Web App
  • Quickbooks Online 

Additional Information:

  • N/A

Answer:

Yes, a Contact will sync to Quickbooks Online provided there is either:

  • An approved Bill 
  • A trust transaction
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