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

If I Refund A Payment In Clio That Has Already Been Deposited Into Quickbooks Online, Will This Affect My Quickbooks Online Account?

Objective:

  • Refund paid Bill that has synced with Quickbooks Online

Environment:

  • Clio Manage

Additional Information:

  • This is referring to a manual refund, not to be confused with a Clio Payment Refund.

Answer:

Yes, you will need to manually remove it from both programs. First, remove the payment from Clio, then remove it from Quickbooks Online.

 

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