Key benefits for your firm
Save time and avoid errors with automatic syncs
Automatically sync your contacts, bills, payments, trust, and operating transactions to your ledgers in QuickBooks Online, saving you hours of accounting data entry.
Easier and less intimidating trust accounting
Clio makes trust accounting compliance easy by keeping trust and operating funds separate and generating comprehensive reports for three-way reconciliation.
Manage your entire firm from anywhere with one convenient system
Get more work done outside of the office—whether you’re in court, transit, or line for coffee. Keep your records up to date with mobile access to your matters, bills, and payments.
How QuickBooks Online works with Clio
Legal case management and accounting—simplified
With QuickBooks Online and Clio, manage your firm’s financial information, trust transactions and disbursements, and online payments in one integrated cloud-based solution. Save time and reduce the risk of error meeting client, firm, bar association, and law society obligations.
To learn more about Clio’s integration with QuickBooks Online, visit our Help Center for a step-by-step guide here.
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Getting set up
If you’re a Clio account admin, you can set up the QuickBooks Online integration through this link. To learn more about setting up QuickBooks Online with Clio, please visit our Help Center for a step-by-step guide.