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How do I Set up my Quickbooks Accounts?

Question:

  • I have set up my Quickbooks integration with Clio, but Quickbooks is asking me to create new accounts. What do I do? 
  • Creating  accounts in your QuickBooks Online account.

Environment:

  • Clio Manage

Additional Information:

Answer:

The user will need to check with their accountant regards setting up accounts in QuickBooks Online. We would not have the knowledge to advise on this. Once they have it set up they can then link the accounts to the appropriate sections in Clio.

 

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