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Can You Sync a Clio Manage Account to a QuickBooks Online Wholesale Account?

Objective:

  • Can I sync my Clio Manage account to my Accountants QuickBooks account? 
  • Quickbooks  Online Accounting profiles. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes.

To proceed you will need to purchase your own QuickBooks Online subscription, whether it is through Quickbooks directly or via the wholesale program directly via the accountant. Provided the accountant has either QuickBooks Online Essentials, Plus, and Accountant (or Advanced), they will be able to create a Profile for your firm. From here, the Clio Data would then be synced to the Company profile in QuickBooks online. You may need to discuss setting up this account further with your accountant. 

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