- Can I sync an Operating transaction to QuickBooks Online?
- Can I sync an Operating check to QuickBooks Online?
- Do Operating transactions sync to QuickBooks?
- If I reimburse a client with a check from Operating, will it sync to QuickBooks Online?
- Clio Manage
- QuickBooks Online
- For more information on Quickbooks Online please click here.
Due to how our sync is set up with QuickBooks Online, Operating transactions do not sync over unless applied to a Bill. You would follow the below steps and record both within Clio and QuickBooks Online.
- Record funds received into Operating account as per the steps here.
- Disburse funds from Operating as per the steps here.
- Do the same within QuickBooks Online.