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Clio + QuickBooks Online

Clio + QuickBooks Online

Clio + QuickBooks Online integrations

Create new QuickBooks Online customers from new matters in Clio

Easily manage your law firm's bookkeeping with this efficient workflow. When new matters arise in Clio, a customer is immediately created in QuickBooks Online. This automation not only saves time but also ensures precision and accuracy, eliminating the chance of manual errors. Streamline your law practice's financial management, while focusing more on your client's needs.

  1. When this happens...
    New Matter
    New Matter
    New MatterTriggers when a new matter is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Clio and QuickBooks Online

Discover other triggers and actions you can use with Clio and QuickBooks Online

  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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  • Create new QuickBooks Online customers from new Clio contacts