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Do Payments Made After the Sync Date on Bills that are Issued Before Sync Date Sync Over into QuickBooks?

Objective:

  • Find out if payments recorded after the sync date on bills with issue dates before the sync dates would sync to Quickbooks

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

Example:

Payment date is 10.30

Sync date is on or after 10.22

Bill Issue date 10.01

Bill synced to Quickbooks Online.  Then Quickbooks unlinked for some reason.  User changed the sync date to on or after 10.22.  The Payment did not sync, because the bill issue date is before 10.22.

Answer:

No.  Due to the syncing order of Contact>Bill>Payment between Clio and QuickBooks Online the Bill and, therefore, the Payment would not sync.  

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