Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

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. 

 

 

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