An all-in-one solution for legal practice management and accounting
Eliminate manual work and double entry so you can focus on your clients with QuickBooks Online and Clio.
Get 30% off your first year of QuickBooks Online
Clio is a QuickBooks Solution Provider. Get a free trial when you book a demo today.
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Stay on top of your firm’s financials with QuickBooks Online and Clio
Avoid double-entry by syncing contacts, bills, payments, and trust and operating transactions made in Clio to your QuickBooks Online ledgers for a real time view into your finances.
Easy-to-use software that helps you stay organized and manage your caseload from client intake to invoice.
Intuitive financial tools that allow you to track time and expenses, manage bills and trust accounts, and collect payments.
Automatic updates to your ledger in real time—including operating and trust account data— for efficient entry and reporting of financial data.
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Make trust accounting easier and less intimidating
Automatically sync trust transactions from Clio to QuickBooks Online, generate reports, and conduct three-way reconciliations compliant with your bar association requirements.
Automatically record trust transactions made in Clio as debit and credit journal entries in QuickBooks Online.
Create transaction logs for trust transactions, disbursements, and funds applied to invoices.
Run trust account reports to view all client accounts and transactions and generate statements of accounts.
Disburse trust funds to a check that can be printed from QuickBooks Online.
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Get more work done outside of the office with cloud-based tools
Access and manage your matters, capture billable time and expenses, and keep your records up to date in real time from wherever you are.
Access and create matters, documents, contacts, notes, and calendar entries from mobile or desktop.
Bill as you work by capturing billable and non-billable time on the spot with custom categories for time and expenses.
Simplify recordkeeping by using text snippets or dictation for even quicker data input.
Manage your accounting, including transactions, expenses, financial reporting, account reconciliations, reporting, sales tax, and payroll.
Getting started with QuickBooks Online and Clio
Manage your entire practice using one integrated, cloud-based system.
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New to accounting software
Manage your practice with one centralized, cloud-based system that gives you the flexibility to both serve your clients and manage the accounting and administrative functions of your firm from anywhere.
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Moving from QuickBooks Desktop to Online
Bring your entire practice into the cloud and automatically sync financial transactions between Clio and QuickBooks Online so you can reclaim time for your clients.
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Moving from a different accounting software
Clio’s QuickBooks Online integration enables you to track time and manage your matters from anywhere while keeping your operating and trust accounts up-to-date for easy reporting and three-way trust account reconciliation compliant with your bar association.
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Working with an external bookkeeper
QuickBooks Online is one of the most popular accounting solutions among experienced professionals who are capable of handling the segregation of duties for your firm’s account processes in person or remote.
Get 30% off your first year of QuickBooks Online
As a QuickBooks Solutions Provider, sign up for QuickBooks Online through Clio and receive a 30% monthly discount for your first 12 months.