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How to Reconcile QuickBooks Online with New Clio Payments Processing Fees

Objective:

  • Reconciling Processing Fees in QuickBooks Online

Environment:

  • Clio Manage
  • Clio Payments
  • QuickBooks Online

Additional Information:

  • Running the Deposit Report will assist in matching up payments and processing fees in QuickBooks Online
  • For steps on how to record a Merchant Service Fee in QuickBooks Online, please review this article from Step #6 onwards. 
  • If you would like to see this as a feature, please contact support@clio.com to request it.

Procedure:

You will have to write off the processing fee amounts in QuickBooks Online.

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