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

Clio Manage + QuickBooks Online Integration Improvements

We’ve made a series of improvements to our Clio Manage + QuickBooks Online integration to optimize your firm’s financial workflows. These new features eliminate duplicate and manual data entry, reduce the risk of errors and save time.

  • Track your firm’s users. Quickly understand staff performance and determine compensation.

Link staff names to billable hours in your Clio Manage time entries export to QBO. Filter by name and generate insightful reports in QBO to better understand staff performance and determine compensation. 

  • Use unique bill prefixes. Capture, sync and organize invoices with ease. 

Set invoice prefixes in Clio Manage that are easily identifiable in QBO.  

  • Simplify expense creation with hard cost imports. Eliminate duplicate data entry and save time 

Capture hard costs in QBO, and sync them back to Clio Manage in a few simple clicks. Eliminate duplicate data entry and maintain accuracy. Learn more.

  • Track sync status at-a-glance.

Identify QBO sync errors in Clio Manage, with ease. Quickly remedy sync failures and ensure all invoices are imported into QBO correctly. 

Learn how to configure QuickBooks Online integration improvements in your Clio Manage 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