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Set up your first integration
Quickly connect Clio to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Clio and QuickBooks Online, automating your workflow.
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Frequently Asked Questions about Clio + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and QuickBooks Online
How does Clio integrate with QuickBooks Online?
Clio integrates with QuickBooks Online through triggers and actions set up on our platform. When specific events occur in Clio, such as creating a new invoice, we can automatically trigger actions in QuickBooks Online to create corresponding entries, eliminating the need for manual entry.
What triggers are available for Clio and QuickBooks Online integration?
Available triggers for the integration include New Invoice, Updated Contact, and New Payment Recorded in Clio, which can initiate actions like creating invoices or customers in QuickBooks Online.
Can I sync my Clio contacts with QuickBooks Online?
Yes, you can sync Clio contacts with QuickBooks Online. When a new contact is added or an existing one is updated in Clio, we can automatically trigger the creation or updating of that contact in QuickBooks Online.
Is it possible to automate invoice creation from Clio to QuickBooks Online?
Automating invoice creation is possible through our platform by setting up a trigger when an invoice is created in Clio. This will initiate an action to create the same invoice data in your QuickBooks Online account.
How do payments recorded in Clio appear in QuickBooks Online?
When a payment is recorded in Clio, we can set it up so that it automatically triggers an entry of this payment into your designated income account within QuickBooks Online.
Do I need any technical expertise to integrate Clio with QuickBooks Online using your platform?
No technical expertise is needed. Our user-friendly interface guides you through setting up triggers and actions between Clio and QuickBooks Online without requiring any coding skills.
Are there any limitations when integrating Clio with QuickBooks Online?
While our platform covers most essential functions like contact syncing and invoice automation, there might be some limitations based on specific custom requirements or third-party app restrictions between Clio and QuickBooks Online.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant