Premium QBO Sync by Spring
Key benefits for your firm
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Automate Hard Cost Sync
Ensure that 100% of your reimbursable expenses are billed out to clients through our Clio Hard Cost to QBO Vendor Bill sync feature. -
Customize Class & Location Synced to QBO
Choose any field in Clio to populate Class & Location Fields on QBO invoices enabling your firm to split financial information by Practice Area, Office Location, or any custom field you create in Clio. -
Configure Custom Tax Rates on Invoices
Customize the Tax Rates applied to invoices in Quickbooks. Addresses the need for firms that need to charge varying sets of multiple tax rates to clients.
How Premium QBO Sync by Spring works with Clio
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Integrates with Clio Manage and Clio so that data passes effortlessly between both systems.
The Premium QBO Sync enhances Clio’s existing QBO Integration by increasing the amount of data synced between the systems thus eliminating hours of manual data entry for your team.
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Helpful resources
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Getting set up
Please complete the following steps in order to get setup with Spring’s Premium QBO Sync.
If you have any questions during this process, please contact [email protected] for support.
Step 1: Book an On-Boarding call with a Spring consultant using this calendar link.
Step 2: Fill out the Configuration Questionnaire to the best of your ability.
Step 3: Send completed Questionnaire to [email protected]
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Security and privacy policy
We are committed to protecting your privacy.
View Spring’s privacy policy and terms of service.
View Clio’s privacy policy and terms of service.
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Additional support
For Support email: [email protected]