Clio Integration with QuickBooks

Clio is a comprehensive solution to practice management needs. It consists of time-tracking and billing features that are especially helpful in making the administrative side more efficient and capturing time accurately. The extensive integrations with QuickBooks can become a huge help for simplifying and streamlining your practice.

They can work together to create a superb cloud-based, automated solution for your tedious tasks. To make your work easy and simple, let’s know the procedure Clio Integration with QuickBooks and explore more detailed information in the below write-up. 

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How does Clio work with QuickBooks?

Clio makes running a law practice simple for legal professionals all across the world, and Clio and QuickBooks work together to simplify legal accounting and client fund administration. Ensure that all client trust transactions are in sync and that all expenditures are accounted for, whether you’re a lawyer or a legal accountant.

When these world-class systems are in sync, full visibility is maintained into trust and operational accounts formed between your practice management and accounting solutions. Less manual labor means more billable hours.

Key Benefits 

1. Time-tracking made simple

Clio customers can simply save every minute of billable work to a case with several time-tracking capabilities available on both our mobile and web apps, whether they’re working from an office, or on the go.

2. Flexible client billing

With client-first features like payment plans, customizable invoices, and online credit card payments, you may improve client satisfaction by removing confusion and bringing transparency to the provision of legal services.

3. Sync financial information and print checks

Sync contacts, invoices, financial information, trust transactions and disbursements seamlessly between both tools, eliminating repeat data entry and manual check writing.

4. Instantly generate a trust request

Easily generate a trust request that clearly labels the type and amount of funds requested. See when trust requests have not been paid and know exactly when money has been deposited. Apart from all, Clio’s trust request tool ensures that your company’s accounting is free of errors.

5. Track your trust accounts and client ledgers with ease

Clio’s trust accounting feature labels and tracks clients’ funds in trust accounts. You may easily reconcile trust accounting by tracking various bank accounts and organizing your client trust money by matter and client.

6. Avoid errors in trust accounting

Clio makes it easy to record advance fees, payments and reconcile trust accounts. Transfer funds to operating accounts, mark your clients’ invoices as paid and streamline your monthly billing process to just a few clicks.

Supported Triggers and Actions

Triggers

New Activity
Triggers when a new activity is created.
New Calendar Entry
Triggers when a new calendar entry is created.
Bill State Updated
Triggers when the state of a bill has changed.
New Bill
Triggers when a new bill is created.
New Document
Triggers when a new document is created.
New Contact
Triggers when a new contact is created.
New Matter
Triggers when a new matter is created.
New Communication
Triggers when a new communication is created.
Matter Status Updated
Triggers when the status of a matter has changed.
Task Status Updated
Triggers when the status of a task has changed.
New Matter Note
Triggers when a new matter note is created.
New Task
Triggers when a new task is created.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Assign Task Template List
Assign a Task Template List.
Create Calendar Entry
Creates a new calendar entry.
Create Communication
Creates a new communication.
Update Company Contact
Updates an existing company contact.
Create Expense Entry (Activity)
Creates a new expense entry.
Create Company Contact
Creates a company contact.
Create Matter
Creates a new matter.
Create Matter Folder
Creates a new folder in a matter.
Create Person Contact
Creates a person contact.
Create Time Entry (Activity)
Creates a new time entry.
Create Matter Note
Creates a new matter note.
Create Task
Creates a new task.
Upload Document to Matter
Upload document to matter.
Update Task
Updates a task.
Update Matter
Update an existing matter.
Update Person Contact
Updates an existing person contact.
Find Matter
Find a matter by number, display number, description, or client name.
Find Company Contact
Find a Company Contact, by name, email or phone number.
Find Contact by Custom Field
Find newest contact by custom field.
Find Bill
Finds a Bill by Client ID, Matter ID or Invoice number.
Find Newest Matter by Client Email
Find newest matter by client email.
Find Person Contact
Find a person contact by first name, last name, email or phone number.
Find Matter by Custom Field
Find newest matter by custom field.
Find User
Find a user by name.
Find or Create Person Contact
Find or Create Person Contact
Find or Create Company Contact
Find or Create Company Contact
Find or Create a Matter
Find or Create a Matter
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

Setting up Clio QuickBooks Integration 

You must have a QuickBooks account in order to sync Clio with QuickBooks. Thereafter, the initial sync may take up to 24 hours to complete, but it will happen every five minutes.

1. Users can do the following with the existing integration:

  • Clio and QuickBooks Contacts Synchronization
  • QuickBooks contacts/customers will not be synchronized to Clio and will have to be input manually.
  • Only contacts with unpaid invoices that have been approved in Clio will sync to QuickBooks.
  • If you update a Clio Contact in one app, it will be updated in the other once they’ve been synchronized.
  • Clio invoices can be synced with QuickBooks (one-way from Clio to QuickBooks). 
  • Clio will sync payments and credit notes applied to Bills with QuickBooks.
  • Clio to QuickBooks trust transactions sync (one-way from Clio to QuickBooks).

2. QuickBooks suggested Settings 

There are two options in your QuickBooks account that should be enabled before syncing to Clio to ensure that invoices sync properly between your Clio and QuickBooks accounts and to prevent invoice number duplication.

Follow these procedures to enable “Custom Transaction Numbers” in QuickBooks:

  • Go to the Gear icon in order to open the Settings Menu and then select “Account and Settings” 
  • Next, click “Sales” tab and then hit the pencil icon to edit the Settings “Sales Form Content” 
  • After that, check mark the box which is next to “Custom Transaction numbers” and then click “Save” 
  • Now, go to the “Advanced” tab and then click on the pencil icon to edit the “Preferences” settings 
  • Check the box which is next to the “Warn if duplicate bill number is used” and then hit the button “Save”.

If you’re using QuickBooks before Clio, make sure your initial invoice number in Clio is higher than your last QuickBooks invoice. This is because both systems will automatically number your first invoice as 1 by default, and this should be changed to avoid duplication errors. 

3. Steps to connect Clio to QuickBooks

To sync your Clio account to your QB account, 

  • You simply, go to the Settings and then click “Bill Syncing”
  • Next, click on the “Connect” which is to the right of QuickBooks Integration 
Note: Only account administrators are allowed to access the “Bill Syncing” within the Settings panel.
  • Click “Connect” button to allow access to your QuickBooks account
  • Once you have connected your accounts then you will be able to configure QuickBooks sync.

Conclusion!

Clio and QuickBooks are two amazing programs that simply sync together with the help of above suggested steps. However, both software are cloud based products that can be easily accessible anywhere, anytime where there is internet connection. There is no size limit as to how many documents and files you can store

Get the Instant Solution with Live Chat Experts

Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.


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