The 2020 Legal Trends Report is now available. Get the latest insights here.

What Types of Expense Transactions Sync From QuickBooks to Clio?

Question:

  • Why aren't some expense entries syncing from Quickbooks Online to Clio?
  • Bill type expenses aren't going from QBO to Clio
  • What types of Transactions does the expense need to be in QBO for the Hard Cost Import to work?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • n/a

Answer:

Only Expense and Check transaction types from QuickBooks Online will be imported into Clio. Bill transaction types will not sync over.

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality