minevur.blogg.se - Quickbooks online settings to allow syncing with apps

Please follow these steps to enable "Custom Transaction Numbers" in your QuickBooks Online account: 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 account before linking to Clio. Please click on the image to expand it to full screen. Please see the Mapping Tax Rates (Non-US) section.īelow is a high-level diagram showing you the key data flows between Clio Manage & QuickBooks Online.

Canada & EMEA Customers: Clio Manage can import sales tax rate(s) from non-US versions of QuickBooks Online to perform sales tax calculations.

It comes over as an individual line item that needs to be mapped to an appropriate Product or Service.

US Customers: We DO NOTsync Tax to the Sales Tax Center.

Sync trust transactions from Clio to QuickBooks Online (one-way from Clio to QuickBooks Online).

Payments and credit notes applied to Bills in Clio will also be synced to QuickBooks Online.

Sync invoices from Clio to QuickBooks Online (one-way from Clio to QuickBooks Online).

Once synced, if you update a Clio Contact in either application it will be updated in the other.

Only Contacts with Approved invoices (Unpaid) will sync from Clio to QuickBooks Online.

Contacts/Customers originating from QuickBooks Online will not be synced over to Clio and must be manually entered into Clio.

Sync Contacts between Clio and QuickBooks Online.

It can take up to 24 hours for the initial sync to complete, but the sync will occur periodically every five minutes. For more information about QuickBooks Online, and to get 30% off of your first 12 months, click here. In order to sync Clio with QuickBooks Online, you must first have a QuickBooks Online account.