- Prepare QuickBooks Online Account prior to Integrating Clio and QuickBooks Online
- Tips for Setting up QuickBooks Online
- 5 QuickBooks Set Up Steps
- QuickBooks Online
- Clio Manage
- QuickBooks Online: Setting up your QuickBooks Online Integration
- QuickBooks Online: Using the QuickBooks Online Integration
- Setup your Products & Services (gear icon on the upper right corner), check out our recommended settings here.
- Create a Trust Bank Account with Detail Type: Trust Account
- Create a Trust Liability Account with Detail Type: Trust Accounts - Liability
- Create an Advanced Client Cost Account
- Create a Question Account
Contact your accountant to ensure these accounts align with your requirements.