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Will Payments Sync to Quickbooks Online If the Issue Date of the Bill Is Before the Payment Date, but the Payment Date Is after the Start Date of Bills to Export Date?

Objective:

  • Why aren’t my payments in Clio syncing to QBO?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No.

Since the order of the sync is Contact>Bill>Payment, as the bill would not sync over, neither would the payment (even if the payment is after the Start Date of Bills to Export date).

You can manually apply the payment or change the date to include that bill in the sync range. Please note doing the latter would have other consequences. 

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