Objective:

• What information entered in Clio goes over to Quickbooks Online?

Environment:

• Clio Manage
• Quickbooks Online

Additional Information:

Please note that not all fields entered in Clio move over to Quickbooks Online

Procedure:

1. Addresses in Clio and QuickBooks Online will be matched up as follows:

   Clio		QuickBooks Online
   Amount	>	Deposit/Payment
   Date	>	Journal Date
   Source/Recipient	>	Does not move over
   Type	>	Does not move over
   Currency	>	Does not move over
   Exchange Rate	>	Does not move over
   Description	>	Memo
   Check or Reference	>	Does not move over
   Client	>	Payee
   Matter	>	Does not move over