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I Have Multiple Quickbook Admin Accounts, How Do I Make Sure That QuickBooks Online Connects to the Correct QBO Account?

Objective: 

  • Will Clio know which QBO account to link to? 
  • How to make sure that Clio links to the correct QBO account?
  • I am an Admin in Multiple QBO Accounts, how do I integrate the right account to Clio? 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

Initiate the integration in incognito mode within your Google Chrome web browser to ensure that it connects to the correct QuickBooks Online account. 

 

 

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