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How are Write-Off/Credit Notes Reflected in Quickbooks Online?

Objective:

  • If I write off a Bill in Clio, how is it handled in QBO?
  • Write offs in quickbooks online
  • Credit notes in quickbooks online 

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • n/a

Answer:

A Credit Note applied in Clio results in a Credit Memo being created on the Invoice in Quickbooks Online. It may appear as "Amount Received" (example invoice provided below) however, those funds are not counted towards Revenue. 

 

Invoice in Quickbooks online: 

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