Download the Setup Guide Hither

In order to sync Clio with QuickBooks Online, you must first have a QuickBooks Online account. For more information virtually Quickbooks online, and to get 30% off of your starting time 12 months, click hither.

It can take up to 24 hours for the initial sync to complete, simply the sync will occur periodically every 5 minutes.

The electric current integration allows users to:

  • Sync Contacts between Clio and QuickBooks Online
    • Contacts/Customers originating from QuickBooks Online volition not be synced over to Clio and must be manually entered into Clio.
    • Only Contacts with Approved invoices (Unpaid) volition sync from Clio to QuickBooks Online.
    • Once synced, if you update a Clio Contact in either application it will be updated in the other.
  • Sync invoices from Clio to QuickBooks Online (one-mode from Clio to QuickBooks Online). Payments and credit notes applied to Bills in Clio will also be synced to QuickBooks Online.
  • Sync trust transactions from Clio to QuickBooks Online (ane-way from Clio to QuickBooks Online).
  • US Customers: We DO Nonsync Tax to the Sales Revenue enhancement Center. It comes over as an individual line particular that needs to exist mapped to an appropriate Production or Service.
  • Canada & EMEA Customers : Clio Manage tin import sales tax rate(s) from non-US versions of QuickBooks Online to perform sales tax calculations. Please run across the Mapping Tax Rates (Non-Us) department.

The Integration at a Glance
Below is a high-level diagram showing you the fundamental data flows betwixt Clio Manage & QuickBooks Online. Please click on the image to expand it to full screen.
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Contents

QuickBooks Online Suggested Settings
Linking Clio to QuickBooks Online
Setting up the Revenue Sync
Setting up the Trust Sync
Trust Check Printing
Mapping Tax Rates (Non-Us)
Setting up Hard Costs Imports
Revoking Access to QuickBooks Online

QuickBooks Online Suggested Settings

To ensure that invoices sync properly between your Clio and QuickBooks Online accounts and to prevent the duplication of invoice numbers, there are two settings that should be enabled in your QuickBooks Online business relationship before linking to Clio.

Delight follow these steps to enable "Custom Transaction Numbers" in your QuickBooks Online account:

  1. Click the gear icon to open your Settings Bill of fare, and select "Business relationship and Settings"
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  2. Click on the "Sales" tab so click on the pencil icon to edit the "Sales Form Content" settings.
  3. Check the box beside "Custom Transaction numbers", so click on the "Save" button.
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  4. Click on the "Advanced" tab then click on the pencil icon to edit the "Other preferences" settings.
  5. Check the box beside "Warn me when I enter a bill number that'southward already been used for that supplier", and then click the "Save" button.

If starting in QuickBooks Online before Clio, you should arrange your first invoice number in Clio to be higher than the final invoice in QuickBooks Online. This is because both systems will automatically number your first invoice equally number 1, and to avert duplication errors this should be adjusted. More on editing invoices can be seen here.

Note: It is recommended to make whatsoever payment edits or deletions in Clio equally this will sync to Quickbooks Online. Any edits or deletions fabricated in Quickbooks Online will not sync to Clio.

Note:If yous have a bank feed set upwards in QuickBooks Online, y'all may want to exclude Disbursements and Neb payments from Trust when setting up your Trust Sync. Otherwise, you may terminate up duplicate transactions in QuickBooks Online.

Linking Clio to QuickBooks Online

To sync your Clio account to your QuickBooks Online account, go to "Settings" and click on "Beak Syncing", then click "Connect" to the right of the QuickBooks Online Integration (Annotation that but account administrators tin admission "Bill Syncing" in the Settings panel).

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To grant Clio access to your QuickBooks Online account, click the "Connect" button.

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Once you have connected your accounts, you'll be able to configure the QuickBooks Online sync.

Setting Up the Revenue Sync

The offset pace in configuring your QuickBooks Online sync is to match each item in Clio to a "Product" or a "Service" that you lot create in your QuickBooks Online account. These can exist created from the Products and Services section of QuickBooks Online, which y'all can access from the Settings menu in QuickBooks Online:

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Please ensure that your QuickBooks Online "Products and Services" are connected to the appropriate Chart of Accounts before matching to items in Clio.

(The examples shown in this article may non utilize to your do. Clio recommends that you consult with an accountant when setting up your Products and Services in QuickBooks.)

Note: To ensure the bank accounts are made available for mapping in Clio delight refer HERE

Products and Services created in QuickBooks Online like you see hither in QuickBooks Online...

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...Can exist matched to items in Clio using the dropdown menus in the "Map Clio data to QuickBooks Online products and services" section, as displayed below:

Past default, QuickBooks Online will separate each tax charge on a bill every bit its own line item. Keep "Aggregate line detail taxes on QuickBooks Online invoices" checked to have the sum of each line detail tax combined on the QuickBooks invoice.

Once you take matched all particular types, click "Save Sync Settings".

You will at present start to see your Clio Contacts and Bills synced to QuickBooks Online about every thirty - 60 minutes.

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For tips on using the QuickBooks Online integration, click hither.

Setting upwards the Trust Sync

The Clio Trust sync is a ane-way, automatic export of trust transactions from Clio to QuickBooks Online. This includes:

  • Manual additions or subtractions of trust funds
  • Matter to Matter transfers of trust funds
  • Payments made to Trust Requests
  • Payments on Revenue Bills from a trust account
  • Edits to any of these transactions

Prior to setting upwards the QuickBooks Online Trust sync in Clio, ensure that y'all have the right trust accounts gear up upwards in QuickBooks Online. Y'all demand to take two accounts, specifically:

  • A banking company account (category: "banking company") with detail blazon: Trust Account
  • A liability account (category: "other current liabilities") with detail type: Trust Accounts - Liabilities

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For more information on setting up accounts with different particular types in QuickBooks Online, click here.

To prepare up the QuickBooks Online Trust sync:

  1. Go to the Settings card in Clio
  2. Click "Bill Syncing"
  3. Beside the QuickBooks Online integration, Click "Configure Settings"
  4. Scroll down and cheque the "Export trust transactions" box
  5. Select the date that you would like to start syncing your trust from (defaults to the current date)
  6. Select the Clio trust account yous want to sync with QuickBooks Online
  7. Select the QuickBooks trust bank business relationship you lot want to sync with Clio (equally pictured below)
  8. Select the QuickBooks trust liability account you desire to sync with Clio (as pictured below)
  9. Optionally, toggle Trust Disbursement or Trust Payment checkboxes, if needed
  10. Click "Save Sync Settings"

You tin can sync up to fifteen (inclusive) trust accounts from Clio with QuickBooks Online. To learn more - visit the Multi-Trust Sync - QuickBooks Online Enhancement commodity.

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*Please annotation: By enabling the choice"Payments made to Trust Requests and to Bills from a customer business relationship", will crusade each transaction record from Clio to be synced into Quickbooks and will become as far back depending on the date entered beneath in the Consign settings section "Trust Transactions dated on or subsequently".

If you lot don't see a QuickBooks trust liability account in the dropdown, ensure that yous take a trust liability account designated in QuickBooks Online. For information, see the "Account Detail Types" article on the QuickBooks Online support site.

For information on using the QuickBooks Online Trust Sync, see the "Using the QuickBooks Online Integration" commodity.

Cheque Printing

We know your firm may rely heavily on checks as the primary method to transfer funds out of trust accounts. This is why we've made it easy for you to enter trust records in one case in Clio Manage and automatically sync these over to Quickbooks online and at present print trust check disbursements chop-chop.

For a more in-depth look at Trust Check Printing, run into here.

I've enabled 'Trust Sync' how do I start printing checks via Quickbooks Online?

  1. When you are gear up to disburse funds from either the 'business relationship' page or 'transactions' tab of the matters dashboard, you can disburse fund to a check, past selecting 'Print Check via QuickBooks Online'
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  2. In one case the Print bank check via QuickBooks Online option is selected, you tin then choose the recipient of the check. The recipient volition announced as the payee on the bank check. The list of recipients contains contacts from the customer's Clio business relationship (east.chiliad. returning the settlement fund to the client), equally well as vendors from your Quickbooks Online account (east.yard. writing a bank check to pay the court for the filing fee).
    qbo_check_recipient.png
  3. After saving the transaction, Clio Manage will sync this disbursement over as a check in Quickbooks Online. Yous can find yous check by logging into your Quickbooks Online account, then click on '+ New' option from the top left corner, and then select 'Print Checks'.
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  4. You tin then click 'Preview and print' to review the data earlier printing your check on pre-printed cheque paper. You can buy these from QuickBooks Online here.

Mapping Tax Rates (Non-Us)

Customers in Canada and EMEA (with non-U.s.a. versions of QuickBooks Online) can select the 'Include tax value with the corresponding line particular ' selection which allows Clio Manage to import sales taxation rate from QuickBooks Online to perform sales tax calculations.

When Clio syncs a bill to QuickBooks Online, Clio will also update the sales tax corporeality in QuickBooks Online's tax center and the default sales tax ledgers.

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Hither's how this works:

  1. Every bit the administrator of your firm, enable the ' Consign canonical bills and recorded payments ' selection of the QuickBooks Online Sync within Clio, and so select 'Include tax value with corresponding line detail ' under the Line item taxation options.
  2. Yous can then map the sales tax rate(s) imported from the Sales Tax Centre in QuickBooks Online to master, secondary, and taxation-exempt dropdowns within Clio. This will allow Clio to perform sales revenue enhancement calculations using the tax rate from QuickBooks Online when a nib is generated. Click on the ' Save Sync Settings ' push button after completing all the required fields. Mapping_Clio_Tax_rates_to_Quickbooks-2.png
  3. Once the Include tax value with the respective line item is selected, Clio will check the latest tax rate from QuickBooks Online every time a sync is performed (i.eastward. every few minutes). To ensure the rate is the aforementioned in both systems, Clio volition override the primary and secondary tax values in Pecker Settings with the values specified in QuickBooks Online and forbid them from being inverse.
  4. After an invoice with sales tax is approved, Clio volition sync the invoice to QuickBooks Online and update the respective tax amounts in the QuickBooks Online tax center.

Setting upwardly Difficult Cost Imports

Expenses created in QuickBooks Online tin can be automatically imported into Clio for billing using the QuickBooks Online integrations "Import difficult costs" feature:

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To ready upwards the "Import hard costs" feature:

  1. Become to the Settings menu in Clio
  2. Click "Bill Syncing"
  3. Abreast the QuickBooks Online integration, Click "Configure Settings"
  4. Roll downwardly and cheque the "Import hard costs" box
  5. Select the date that you would like to Import on or subsequently
  6. Select the Account in QuickBooks Online that you lot'd like to import expenses from into Clio
  7. Click "Save sync settings"

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Note: In order to utilise the Hard Toll Importer, yous will need to have QuickBooks Online Plus or Advanced Plans.

For more detailed information on setting upwardly and using the Import Difficult Costs feature, run into How Practise I Employ the 'Hard Cost Import' Setting?

Revoking Access to QuickBooks Online

To remove the connection betwixt your Clio and QuickBooks Online accounts, go to the QuickBooks Online sync settings in Clio and click the "Disconnect from QuickBooks Online" button at the bottom right corner of the page:

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When Disconnecting Clio's access to your QuickBooks Online account, the sync maintains a memory of links between your synced invoices, Contacts, and payments will remain in case yous desire to reauthorize access at a afterward time.

After Disconnecting from a QuickBooks Online account, connecting to a dissimilar QuickBooks Online business relationship will erase any retentivity of links with the previous QuickBooks Online account.