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When Will an Expense be Synced From Quickbooks Online to Clio?

Objective:

  • When will the Expense sync to Clio when using the Hard Cost Import? 

Environment:

  • Clio Manage

Additional Information:

Answer:

Approximately every 30 mins. The Hard Cost will not automatically sync over to Clio.

The sync process will complete once an action has been made in Clio to trigger the bi-directional sync or when the next scheduled sync is set to be processed. When the next sync has been completed, the Hard Cost Expense will then show up in the Activities Tab within Clio.  

If you want this Hard Cost Expense to show up under a specific Matter in Clio you can set the specific Matter while creating the Expense Charge in QBO.

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