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When Will a Contact Get Created in Quickbooks Online?

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:

  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 occur, Contacts will not get created in Quickbooks from Clio.

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