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How Do I Check If Quickbooks Online is Synced with Clio?

Objective:

  • Verify that QBO is synced with Clio
  • Is QBO syncing?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Settings (in Clio)
  2. Click Bill Syncing
  3. Check to make sure that Quickbooks is showing as Connected
  4. If it's not Connected, click Connect, then ensure the rest of the settings are the way you want them to be

 

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