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Where Do I Create the Dropdown Options When Mapping Taxes from Clio to Quickbooks?

Question:

  • Where do I create the options that appear when mapping Taxes from Clio to Quickbooks Online?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • More information on how to create the Product and Services within Quickbooks Online can be found here

Answer:

You will have to create these in the Product and Services portion within your Quickbooks Online Account. 

 

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