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Issue: Adding or Remove Tax to a Bill Does Not Sync To Quickbooks Online

Issue:

  • Adding or Remove Tax to a Bill Does Not Sync To Quickbooks Online
  • Adding or Removing Tax from a Line Item through Bill Edit Does Not Trigger A Quickbooks Online Sync

Environment:

  • Clio Manage

Additional Information:

  • Normally, making any edit to a bill in Clio will sync to Quickbooks Online within a few minutes. Adding or removing tax from the bill does not cause the sync to happen as expected.

Workaround:

  • Make another edit to the bill in question (IE add and remove a payment, edit a Footer Note) or edit or create another bill in Clio to complete the sync with Quickbooks Online.

 

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