Why is a Payment from Clio not showing up in Quickbooks Desktop?

Issue:

• Payment in Clio not Exporting to Quickbooks Desktop
• Payment in Clio not Importing to Quickbooks Desktop

Environment:

• Clio Manage
• Quickbooks Desktop

Additional Information:

n/a

Cause:

The payment date is after the Export date range.

Resolution:

1. Go to the Accounts tab
2. Select the Export Transactions sub tub
3. Change the date range to include Payment date