Objective / Issue / Question (choose one):
- When will QBO create a Contact
- Contact syncing between Clio and Quickbooks Online
Environment:
- Clio Manage
- Quickbooks Online
Additional Information:
- n/a
Answer:
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 occur, Contacts will not get created in Quickbooks from Clio.