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When Will a Contact Get Created in QuickBooks Online?


  • When will QuickBooks Online create a Contact
  • Contact syncing between Clio and QuickBooks Online


  • Clio Manage
  • QuickBooks Online

Additional Information:

  • n/a


A Contact will get created in QuickBooks Online when:

  1. There is an Approved Bill associated with the Contact's Matter
  2. Trust Syncing is turned on and there are trust transactions created within the Contact's Matter

Unless either of the two above occurs, Contacts will not get created in QuickBooks Online from Clio.

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