Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How Do I Handle Duplicate Bill Payments Caused by Conflicting Syncs in QuickBooks Online?

November 30, 2020 23:46

Objective:

Reconcile payments entered twice into QuickBooks Online due to conflicting syncs (i.e. Clio sync & bank account sync)

Environment:

Clio Manage
QuickBooks Online

Additional Information:

QuickBooks Online does not recognize and merge duplicate entries.

Answer:

Choose one of the synced payments and apply it to the synced bill. Delete the other synced payment(s) from QuickBooks Online.