Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How to Reconnect a Quickbooks Online Account to Clio

Objective:

  • Reconnect your Quickbooks Online (QBO) account to your Clio Manage account.

Environment:

  • Clio Manage

Additional Information:

  • The settings you chose when initially syncing your QuickBooks Online integration with Clio will be maintained when you reconnect your account. Your connection should operate as it had previously. 

Procedure:

  1. In your Clio Manage account, go to Settings
  2. Select Bill Syncing
  3. Click on the Connect button next 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