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What Types of Expense Transactions Sync From QuickBooks to Clio?

April 03, 2021 12:22

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:

Answer:

Only Expense and Check transaction types from QuickBooks Online will be imported into Clio. Bill transaction types will not sync over as they brought in as payments.