Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can I Customize the Detail Level of the Activities that Are Transferred via Invoices to Quickbooks Online

Objective:

  • Can I Limit the Information on Bills that Syncs over from Clio Into Quickbooks? 

Environment:

  • Clio Manage 
  • Quickbooks Online 

Additional Information:

  • For more information on how to sync a less detailed Invoice click here

Answer:

 

No, not at this time. All details of an Invoice will sync over from Clio into 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