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Does the Payment Source from Clio Sync to Quickbooks Online?

Objective:

  • Payment Method Doesn't Sync to Quickbooks Online
  • Source of Payment Doesn't Sync to Quickbooks Online
  • Source/Recipient Doesn't Sync to Quickbooks Online

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, the payment source doesn't sync over to Quickbooks Online.

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