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What Accounts Do I Need in QuickBooks Online Before Integrating with Clio?

Objective:

  • Prepare QuickBooks Online Account prior to Integrating Clio and QuickBooks Online
  • Tips for Setting up QuickBooks Online
  • 5 QuickBooks Set Up Steps 

Environment:

  • QuickBooks Online
  • Clio Manage

Additional Information:

Procedure:

  1. Setup your Products & Services (gear icon on the upper right corner), check out our recommended settings here.
  2. Create a Trust Bank Account with Detail Type: Trust Accountmceclip0.png
  3. Create a Trust Liability Account with Detail Type: Trust Accounts - Liabilitymceclip1.png
  4. Create an Advanced Client Cost Account
  5. Create a Question Account 

Contact your accountant to ensure these accounts align with your requirements.

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