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Quickbookslinks12/28/2023 ![]() When configuring the integration settings in Clio, you can enable the approved bills and recorded payments sync, which means that bills created in Clio, credit notes, and payments recorded in Clio will sync to QuickBooks Online. Sync approved bills and recorded payments Go to your settings (gear icon) and select Products and Services.Sign in to your QuickBooks Online account.Consult your accountant for which settings are best for your firm. Note: Your Products and Services need to be connected to the appropriate Chart of Accounts before matching items in Clio. Check the box beside Warn me when I enter a bill number that's already been used for that supplier. ![]()
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