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

Does Editing a Bill in QuickBooks Affect the Bill in Clio?

Objective:

  • If I change a bill in QuickBooks Online will it change in Clio
  • If I add a Contact in QuickBooks online will it get added to Clio

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • n/a

Answer:

No, changes you make in QuickBooks Online will not reflect in Clio, since the sync is a one-way push of information from Clio to QuickBooks.

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