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

Where Does the Hard Cost Expense from Quickbooks get Allocated to if the Client has Multiple Matters?

Objective:

  • Allocate the expense created in QuickBooks to the right Matter
  • If a Client has multiple matters where does the HardCost Expense go when a Quickbooks Sync gets done

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If the Client has Multiple Matters, the expense will be sent to the activities tab attached to the Client but will be uncategorized. You will need to then manually pick the right matter the expense should be attached to.

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