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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What is a Clio?
Clio is a cloud-based law firm’s software. that helps lawyers to handles different law practice management tasks including customer intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting
What is QuickBooks
QuickBooks is the most popular software for accounting and managing expenses or keeping track of daily health. In this, you can prepare invoices for customers, and pay bills, reports, and taxes. Multiple solutions are available to support a variety of business requirements, including in QuickBooks Product List: QuickBooks Online, QuickBooks Desktop, QuickBooks Payroll, QuickBooks Time, or QuickBooks Checking.
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.
How Clio & QuickBooks Integrations Work
- First Step: First of all, you need to select QuickBooks as a trigger app and authenticate it.
- Second Step: Choose “Trigger” from the triggers list.
- Third Step: Select Clio as an action app and authenticate it.
- Fourth Step: Choose a resulting action from the action list
- Fifth Step: Choose the data which date you want to send from QuickBooks to Clio.
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
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