Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Why Do I Have New Accounts in my QuickBooks Desktop Statement of Accounts?

Objective:

  • Where are these Accounts being created in QuickBooks Desktop?
  • Is Clio adding new accounts to my QuickBooks Desktop?

Environment:

  • QuickBooks Desktop

Additional Information:

Answer:

Clio will place data into the accounts specified, and if they do not exist, the account will be created in QuickBooks to allocate funds.

For how to change the path for these funds please review this article.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality