Clio QuickBooks Integration: Connect with QuickBooks Online

The best cloud-based legal practice management solution in the world is Clio since 2008. Clio provides over 150,000 legal professionals […]

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The best cloud-based legal practice management solution in the world is Clio since 2008. Clio provides over 150,000 legal professionals in 130 countries with effective time tracking, case management, billing, payments, document, client intake, collaboration and more. Clio enables law firms to safely manage their practice from any location. More than 70 bar organizations have approved Clio, which also makes compliance simple. Clio is a platform that enables lawyers to better collaborate with their client whom provides better services and boost their profitability to all from one place with a focus on improving the legal experience for everyone.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

In order to manage your whole law company efficiently and legally, Clio’s market-leading legal practice management software interfaces with QuickBooks. Eliminating double entry reduces the chance of error while saving time and effort.

Let’s examine the Clio Integration with QuickBooks Desktop and Online. You may do your assignment more effectively by reading the following article, which provides detailed information about Clio Integration with QuickBooks desktop and online.

About Clio

Clio

Clio is a complete practice management tool. It includes time-tracking and billing features, which are highly helpful for enhancing the administrative side’s efficiency and precisely capturing the time.

Billable hours may be tracked easily and consistently with the use of Clio. Businesses may free up time to concentrate on growing their business while making sure that interactions are accurately recorded and billed by using Clio. Additionally, the Clio integration in Go to Connect makes it simpler to recognize callers and offers more details to expand your understanding.

Your practice can be streamlined and made simpler with the wide range of QuickBooks connectors. They can create a superb cloud-based, automated solution for your assigned tasks together.

About QuickBooks Online and Desktop

Intuit QuickBooks

Developed by Intuit, whose products include desktop, web, and cloud-based accounting programs, QuickBooks is an accounting program. These solutions enable businesses to process invoices and payments. Medium-sized and small businesses make up the majority of QuickBooks’ clients. Due to its ease of use and reporting features, QuickBooks is well-liked by these users.

QuickBooks Desktop

The popular accounting program in QuickBooks Desktop was developed by the Intuit. It can help you to manage the financial operations of small and medium-sized businesses. Just a few of the numerous features that is QuickBooks Desktop offers you to streamline financial tasks which include invoicing, cost tracking, accounts payable and receivable, payroll management, inventory monitoring, bank reconciliation and financial reporting. It also allows you to edit all the templates and forms and gives access to many users.

The available versions of QuickBooks Desktop are individually which is tailored to certain organizational needs. The three primary editions of the QuickBooks are Pro, Premier and Enterprise. Each version has a different level of capacity and scalability. Unlike cloud-based solutions, QuickBooks Desktop is an application that is locally installed on your computer. When you purchase a license for the program then you can use it offline without an internet connection. QuickBooks Desktop communicates with a number of external programs, such as payment processors, e-commerce platforms and CRM systems, in order to enhance its capabilities and speed up processes.

QuickBooks Online

QuickBooks Online provides you a customizable and user-friendly solution for money management, automating accounting processes and gathering analytical data on business performance. Due to the time savings and streamlining of bookkeeping processes, businesses can concentrate on growth and financial stability. A subscription-based pricing structure for QuickBooks Online is available, offering a range of subscriptions with various features and scalability choices. Organizations can choose a package that suits their needs and upgrade as necessary to this.

Customers of QuickBooks Online can access their financial data anywhere there is an internet connection by using a web browser or a mobile app. This eliminates the need for manual installation and continuing software updates.

Requirement of Clio QuickBooks Integration

  • Control your practice from one location. Organize cases, collaborate with clients, and automate procedures in Clio to speed up business operations and save time.
  • Better financial judgment and trust compliance. To adhere to industry standards, manage client funds and perform three-way reconciliations. Additionally enhancing cash flow includes thorough reporting, record-keeping, bill tracking, and internet payments.
  • Utilize the Clio mobile app to record all billable events and handle business on the go. Clients are also given flexibility by mobility, allowing them to sign documents and make payments online.

Benefits of Integration of Clio with QuickBooks

Key advantages of integrating Clio with QuickBooks Desktop and Online are:

Simple Time-tracking Procedures

Users of Clio may effortlessly record every minute of billable labor due to a variety of time-tracking options that are accessible on mobile and web apps. When working from an office or when travelling this capability is quite helpful.

Options for Customer Billing

With customer-focused features like payment plans, flexible invoices, and online credit card payments, you may improve client satisfaction by removing uncertainty and bringing clarity to the delivery of legal services.

Synchronizing Financial Data and Printing Checks

The two platforms seamlessly sync contacts, bills, money, trust transactions, and disbursements. Additionally, it helps by eliminating the need for double data entry and handwritten checks.

Pops on Screen

When a client phones, Go To Clio Connect instantly checks Clio for a matched number to identify them to the staff.

Create a Trust Request Quickly

Make a trust request as soon as possible that includes the kind and amount of money required. You need to be able to observe when trust requests have been met or not, as well as when money has been invested. Additionally, Clio’s trust request tool ensures that the accounting for your business is error-free.

Easily keep Track of Client Ledgers and Trust Accounts

Clio’s trust accounting feature organizes and keeps track of client funds. You may easily reconcile trust accounting by maintaining a close eye on a number of bank accounts and organizing your client’s trust money by subject and client.

Ensure Error-free Trust Accounting

Clio streamlines the process of recording advance fees, making payments, and balancing trust accounts. By sending money to operating accounts, designating your customers’ bills as paid, and other tasks, you may streamline your monthly billing process into a few clicks.

Tracking Automated Calls

Clio will compute and record the billed hours automatically when you link a current or past call to an activity.

Sync Issues in Clio

Create matters in Go To Clio Connect or assign matters to a call, and Clio will sync them immediately.

Final thoughts

By automatically presenting the most current notes from the client’s account, Clio Connect lets you pick up where you left off.

Create Activity Category Assignments

Decide which activity category particular issues belong in. The results should be exported for billing after you have filtered any specific activity categories.

Working of Integration of Clio with QuickBooks

In order to manage your whole law company efficiently and legally, Clio’s market-leading legal practice management software interfaces with QuickBooks Online. Eliminating double entry reduces the chance of error while saving time and effort.

For lawyers everywhere, Clio makes managing a law practice simple. Clio and QuickBooks also make managing client funds and legal accounts more straightforward. Whether you’re a lawyer or a legal accountant, be sure that every transaction involving a client trust is coordinated and that all expenses are recorded.

Full visibility into the operational accounts created between your practice management and accounting solutions is maintained when these top-notch systems are in sync. More billable hours result from less manual labor.

Steps For Clio QuickBooks Integration

You need a QuickBooks account in order to sync Clio with your accounting software. The first sync will then take place every five minutes and could take up to 24 hours to complete.

Using the Present Integration, the Following can be Accomplished

  • Contacts in QuickBooks and Clio are synchronized.
  • QuickBooks contacts and customers cannot be linked to Clio; they must be manually entered.
  • Only contacts whose outstanding debts in Clio have been accepted will sync with QuickBooks.
  • Following app synchronization, any Clio Contact updates made in one app will also be made in the other.
  • One-way synchronization of QuickBooks and Clio invoices is possible.
  • Clio and QuickBooks will sync payments and credit notes associated with bills.
  • Syncing trust transactions will be here, clients from Clio to QuickBooks with one-way from Clio to QuickBooks.

QuickBooks Recommended Settings

Before syncing to Clio, there are two options in your QuickBooks account that you should enable in order to guarantee that invoices sync properly between your Clio and QuickBooks accounts and to prevent duplicate invoice numbers.

Follow these instructions to make “Custom Transaction Numbers” available in QuickBooks:

  • Click the Gear icon in the navigation bar to open the Settings Menu, and then select Account and Settings.
  • Click the pencil symbol on the Sales page to change the Sales Form Content options.
  • Select the checkbox next to Custom Transaction numbers and then click save button.
  • Click the pencil symbol after choosing the advanced tab to change the Preferences options.
  • Select the checkbox next to warn if duplicate bill number is used and then click Save.

Make sure that the number on your first Clio invoice is higher than the number on your most recent QuickBooks invoice if you previously used QuickBooks rather than Clio. This is because your initial invoice will be automatically assigned the number 1 by both systems; this should be changed to avoid problems with duplicate invoices.

Procedure of Integrating QuickBooks with Clio

You may connect your Clio account and QuickBooks account by:

  • Go to Settings and choose “Bill Syncing” from the drop-down settings menu.
  • Next, choose the connect button that is located next to the QuickBooks Integration option.
  • Press the connect button to permit access to your QuickBooks account.
  • You can set up QuickBooks Sync once you have connected your accounts.

In order to sync your Clio account with your QuickBooks Online account, you must first go to Settings, click on Bill Syncing, and then click on Connect that is located to the right side of the QuickBooks Online Integration.

*image credit goes to clio.com
  • Give Clio authorization to access your QuickBooks Online account by clicking the connect button.
Authorize Intuit to share your data with clio
*image credit goes to clio.com
  • Once your accounts are connected, you may configure the QuickBooks Online sync. Below is a high-level diagram of the key data flows between Clio Manage and QuickBooks Online.

Conclusion

You should be able to integrate Clio with QuickBooks Online and Desktop effortlessly and without any problems by using the options that are provided above. The essential element of the issue, which called for an immediate solution, is the integration of both. If, despite following the aforementioned steps, you are still having issues, don’t worry; contact us by phone or email, and we will assist you.

Our large team of technicians is qualified and eager to help you in every way they can. Any business-related issues will be found or fixed with their help. After that, you can carry on producing and operating more effectively.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions

The reconciliation of the Clio Client Trust Account looks like this:

  • Check to see if the bank statement and each individual Clio Trust balance match.
  • Check to check if the account activity report and your bank statement are in agreement.
  • Verify that the balance on your trust ledger and the balance on the activity report for your bank account match.
  • First you have to link to Bills.com
    • Open QuickBooks Online Advanced and log in as an administrator.
    • Go to Apps and then select Find Apps.
    • Search for the Bill.com app, then select Get app now.
    • Pay attention to the on-screen instructions. Utilize the Bill.com sign-in box to log in as an admin. Next, choose Allow to connect.
  • Bills-to-bill Synchronization
    • Create a Bill.com account.
    • Choose Sync now after clicking the Sync button to activate the Unpaid Bills tab.
  • Move to a Bills
    • Go to the Expenses from Bookkeeping page and click on either Transactions or Expenses.
    • Look for a bill, and then take it out.
    • Visit Bill.com and Select the View option.
  • Check Invoices in QuickBooks.

After they have been synchronized, you may see your bills from Bill.com in QuickBooks just like any other bill. When you edit bills in QuickBooks, the information on Bill.com is updated to the originals.

The effective scheduling, linkages to accounting systems, and versatile device compatibility are just a few of Clio’s primary benefits. Clio is a management solution for law firms with the mission of providing the legal industry with a platform to support every office workflow.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

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On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Pricing includes coverage for users
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Accountant Basic

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$499/- Per Year

Pricing includes coverage for users
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  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

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Pricing includes coverage for users
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  • Unlimited Users
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  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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