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What Information Syncs From QuickBooks Online to Clio?

Objective:

  • What information is pushed from QuickBooks Online to Clio?
  • Does QuickBooks Online sync information to Clio?
  • Which information input into QuickBooks Online is visible in Clio?
  • Is the Quickbooks Online Sync Bi-Directional?

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • Clio's sync with QuickBooks Online is a one-way sync, with the two following exceptions (bi-directional sync). For more information, see here.

Answer:

  1. Contacts: If you edit a contact in QuickBooks Online, the change will sync over into Clio as well.
  2. Hard Costs: For more information on Clio's Hard Cost Import functionality, click here.
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