Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

When Will a Contact Get Created in Quickbooks Online?


  • When will QBO 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 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 from Clio.

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