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How Do I Sync Over Attorney Names on Bills to Quickbooks Online?

Objective:

  • Can I sync over Firm User's in Quickbooks?
  • How can I attache the names of Users to Bills in Quickbooks Online?

Environment:

  • Clio Manage

Additional Information:

  • You would need to create a Parent Class for Timekeeper in Quickbooks Online first.

Procedure:

  1. Go to Settings
  2. Select Bill Syncing
  3. Click on Configure
  4. Check the box “Include the firm user’s name in time and expense entry when bills are exported to Quickbooks Online.”
  5. Click the Class dropdown
  6. Choose the class you have created in your Quickbooks Online Account
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