Clio

Clio QuickBooks Integration with QBIS

Clio QuickBooks Integration with QBIS Sync for Legal Billing and Accounting

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Integration

Integration Made Easy

Connect Clio with QuickBooks to Automate Legal Billing

Sync Matters, Invoices, Trust Accounting, and Payments Seamlessly

QBIS Sync bridges Clio and QuickBooks to simplify your legal billing and accounting process. Automatically sync client details, matter-based invoices, trust transactions, payments, and expense records from Clio directly into QuickBooks. Eliminate repetitive manual tasks, reduce billing errors, and maintain accurate financial records with complete compliance for law firms. Whether you’re using QuickBooks Online or QuickBooks Desktop, QBIS Sync ensures smooth, reliable, and real-time data flow.

Bound Your Business Growth

Streamline Firm Operations Without Manual Work

With QBIS Sync, you can manage matters, track time, sync trust balances, and generate financial reports without entering the same data twice. Focus more on casework and client service while we handle your accounting automation. Designed for law firms of all sizes, QBIS helps you run your practice efficiently by keeping your legal and financial systems perfectly aligned.

Real Time Sync

Stay Updated with Accurate Legal and Financial Data

QBIS Sync updates your Clio and QuickBooks data in real time—ensuring trust transactions, invoices, payments, and expenses always match. No delays, no missing entries, and no reconciliation headaches. Get a complete, accurate view of your firm’s financial health at any moment with automatic, secure, and error-free syncing.

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FAQs

QBIS Sync securely links your Clio account with QuickBooks Online or Desktop and automatically transfers matters, invoices, payments, trust transactions, and expenses so you don’t need to enter data twice.

Yes. QBIS Sync supports trust accounting, including trust deposits, withdrawals, and transfers. All trust-related entries are synced accurately into QuickBooks to maintain compliance.

Absolutely. QBIS Sync transfers all Clio-generated invoices, time entries, and expenses to QuickBooks automatically—keeping billing and accounting fully aligned.

Yes, QBIS Sync works for solo practitioners, small law offices, and large multi-user firms. The syncing process is scalable and customizable to match your firm’s unique workflow.

Yes. If your firm needs a customized workflow, additional fields, or special sync logic, QBIS offers tailor-made integration solutions based on your specific billing and accounting requirements.

Contact Information

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USA Address (HQ)
15500 Voss Road, Suite #636 Sugar Land, TX 77498
India Address
QBIS Solution, India

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