Collaborative “How To Resource” Services
Already using Quickbooks Online and Clio Manage – but you’re unsure if they are working together as efficiently as possible? Is your QBO / Clio workflow saving time or taking longer?
Are your client ledger accounts in Clio reconciled to your trust liability account in QBO? They need to be. You are reconciling your bank accounts to QBO, and need to confirm the trust information in Clio agrees with your trust bank account. This is done by reconciling the trust liability account in QBO to the trust balance report in Clio.