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Can I Choose to Only Sync Bills With Payments Applied to Them to QuickBooks Online?

Objective:

  • What Bills will sync to QuickBooks Online?
  • Can I Customize which invoices will move over to QuickBooks?

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • n/a

Answer:

Not at this time. Any approved Bill (in the Awaiting Payment or Paid states) will be automatically synced over to QuickBooks Online.

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