What Information Syncs From Quickbooks to Clio?
Objective:
- What information is pushed from Quickbooks to Clio?
- Does Quickbooks sync information to Clio?
- Which information input into Quickbooks is visible in Clio?
- Is the Quickbooks Online Sync Bi-Directional?
Environment:
- Clio Manage
- QuickBooks Online
Additional Information:
- Clio's sync with Quickbooks is a one-way sync, with the two following exceptions (bi-directional sync). For more information, see here.
Answer:
- Contacts: If you edit a contact in Quickbooks Online, the change will sync over into Clio as well.
- Hard Costs: For more information on Clio's Hard Cost Import functionality, click here.
