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How Do I Reimburse Clients for Fees and Sync to QuickBooks Online?

Question:

  • 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?

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • For more information on Quickbooks Online please click here.

 

Procedure:

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.

  1. Record funds received into Operating account as per the steps here.
  2. Disburse funds from Operating as per the steps here.
  3. Do the same within QuickBooks Online.

 

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