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If I Edit the Line Item Tax Options Dropdown in Clio's Quickbooks Settings, Would That Change Apply to Existing/Old Bills?

Question:

  • I want to go to Line Item Tax options and change it to include tax value. The question is: Can I apply this to previous bills from 2020?

Environment:

  • Clio Manage

Additional Information:

  • In Settings>Bill Syncing>Configure

Answer:

No.

Those changes would only apply to newly created bills going forward. 

If you would like to vote for this feature, please email support@clio.com.

 

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