Lawyers from all 50 states, and 27 countries have registered for the Clio Cloud Conference. Get your pass today!

Can I Push a Customer into QBO Without Generating an Invoice?

Objective:

  • Can I force sync a Contact from Clio into Quickbooks Online before they have any approved Bills?

Environment:

  • Clio Web App

Additional Information:

Only Contacts with an Approved Bill associated with them will sync into Quickbooks Online.

Answer:

Not at this time.

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