Collect eCheck and card payments directly through Clio. Find out how.

Payment Not Syncing to QuickBooks Online

Issue:

  • Contact and bill have synced to QuickBooks Online, but the payment hasn't

Environment:

  • Clio Manage
  • QuickBooks Online

Additional Information:

  • n/a

Cause:

Start date of bills to export date in Clio Bill Syncing settings is after the bill's issue date.

Resolution:

  1. In Clio, click Settings on the left
  2. Click Bill Syncing
  3. Click Configure Settings
  4. Under Start date of bills to export, ensure that the date is on or before the issue date of the bill whose payment is not syncing
  5. Click Save sync settings at the bottom

If the issue persists, please contact our Support team.

 

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