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Does the Quickbooks Desktop Integration Support Sub-Accounts?

Objective:

  • Can I create the Legal Fee Income account as a sub-account in Quickbooks Desktop and still use the integration?

Environment:

  • Clio Web App
  • Quickbooks Desktop

Additional Information:

n/a

Answer:

No, the import will create a duplicate Legal Fee Income account when importing as it cannot search within a folder.

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