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:
-
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