- When will QBO create a Contact
- Contact syncing between Clio and Quickbooks Online
- Clio Manage
- Quickbooks Online
A Contact will get created in Quickbooks when:
- There is an Approved Bill associated with the Contact's Matter
- 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 from Clio.