- How are credit notes exported from Clio / imported to QBD?
- Clio Manage
- QuickBooks Desktop
Credit Notes are included in the QuickBooks Online sync. For more information, please take a look at QuickBooks Online: Using the QuickBooks Online Integration.
No, they are not included.
We suggest running a Report that includes Credit Notes / Write Offs and inputting that information into Quickbooks Desktop Manually. Here is a list of Reporting options for Credit Notes / Write Offs: