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Journal Entry For a Payment Appears in Quickbooks Online Without a Client

Issue:

  • Payment in QBO looks incomplete or not all details showing

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • To resolve a sync conflict with Quickbooks Online, see here.
  • For a full list of Quickbooks Online error messages and troubleshooting steps, see here

Cause:

When a Bill's Client is not currently syncing to Quickbooks Online, Clio does not include the Clients name in the Payee field of the Journal Entry will be blank.

Account_History_2018-12-28_16-58-13.png

Resolution:

  1. In Quickbooks Online click the Journal Entry
  2. In the Payee Field select the Client
  3. Click Save

 

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