Objective:
- Verify that QBO is synced with Clio
- Is QBO syncing?
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Click Settings (in Clio)
- Click Bill Syncing
- Check to make sure that Quickbooks is showing as Connected
- If it's not Connected, click Connect, then ensure the rest of the settings are the way you want them to be