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

My Time Entries Export to Quickbooks Desktop Without a Description

Issue:

  • Why do some of my time entries export to Quickbooks Desktop without my description?

Environment:

  • Clio Manage
  • Quickbooks Desktop

Additional Information:

n/a

Cause:

Only the Activity Category on time entries will transfer over to the description field in Quickbooks’ invoices. The description after an Activity Category name on a bill or in a time entry will not come through. They will only go through when there is no Activity Category being used. Line items with no Activity Descriptions will be entirely blank.

Resolution:

  • Do not use an Activity Category
    OR
  • Rename your Activity Category to reflect what you would like to see in Quickbooks Desktop 
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