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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. 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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