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Payment Not Syncing to Quickbooks

Issue:

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

Environment:

  • Clio Manage

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.

 

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