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 for Clio Integration with QuickBooks and explore more detailed information in the below write-up.

Setting up Clio QuickBooks Integration

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

Step 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).

See this: Toggl QuickBooks Integration

Step 2: QuickBooks suggested Settings

Two options in your QuickBooks account 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 to open the Settings Menu and then select “Account and Settings”.
• Next, click the “Sales” tab and then hit the pencil icon to edit the Settings “Sales Form Content”.
• After that, checkmark 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”.

Step 3: Steps to connect Clio to QuickBooks

To sync your Clio account to your QB account:

• You simply, go to Settings and then click “Bill Syncing”.
• Next, click on “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 the “Connect” button to allow access to your QuickBooks account.
• Once you have connected your accounts then you will be able to configure QuickBooks sync.

Also read this: AppFolio QuickBooks Integration Services: How to Connect?

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.

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.

You may read this: Authorize.Net and QuickBooks Integration

Key Benefits of Clio QuickBooks Integration

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.

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.