If you want the collect data automatically in the QuickBooks sheet and also help in legal activity, QuickBooks provides all these facilities for businesses in the accounting process, but it lacks the legal functionality that new technology can improve in the QB application. Clio QuickBooks integration can help businesses not only with data collection but also with legal activities.
This blog will tell you why Clio QuickBooks integration is necessary for the growth and development of your business.
What is QuickBooks?
QuickBooks is a famous application that is used by every business user. QB can automatically collect all the data from the internet and create a proper, well defined report about the business. It will properly keep the data in an organized order. Because of its automatic process, it saves the time of the accountant and reduces the errors which is generally faced when the data is entered manually. You can get a proper tax calculation report and the amount to be paid with best accounting software. Because of its online feature, the report can be easily accessed by the owner or employee sitting anywhere in the world with internet.
What is Clio?
Clio is a cloud-based application that helps businesses properly control all their financial activity. It also helps if a business faces any type of legal problem. It will help in managing the report, employee working time, and the proper time or amount of the order. It will automatically create the bill for the order to add to the financial report. In this application, the data will be stored safely, and an automatic backup process is also available.
Why Clio and QuickBooks Integration Necessary?
If we do Clio QuickBooks integration, then it will be beneficial for the business to automatically check its financial details for the case.
- Better Quality: Automatic data collection from Clio can help QB to reduce errors while creating the financial report of the business..
- Save Time: The automatic feature collects all the data for the report without any human error, which saves the financial manager from making any decisions for the business’s success.
- Proper Decision: Proper financial data collection can help the client make a perfect decision.
- Solve Cases: Keep all the cases in perfect order. Try to join with the client, Clio will automatically do all the work to enhance the business procedure.
Benefits of the Clio QuickBooks Integration
Here are the benefits of Clio QuickBooks Integration.
- Track Time: It provides the feature to track the working time of employees in a day to give a perfect salary.
- Invoice: The Customer can do an invoice or pay it online with a credit card, so that the customer gets a satisfactory result.
- Automatic Bill: It helps in creating an automatic bill for the goods that are purchased by the customer and send it in an online format or an offline way.
- Financial Report: This integration helps to collect all the details from different sites and enhances the process of creating a financial report.
- Time Saving: The automatic process collects all the data and pastes it into the QB report.
Procedure for Clio QuickBooks Integration
Clio QuickBooks Integration not only enhances the business accounting process but also helps in solving legal cases. The collected data gives you all the details about the case and helps you to solve it properly.
- QB Online: Log in to your QB Online account.
- Clio Account: switch on your Clio account.
- Allow Permission: Grant all permissions to QuickBooks so that Clio can use it properly.
- Clio Page: Go to the Bill Sync page. Then choose the editing option.
- Sync Information: now decide you want to export data, collect the payment details, or all transaction details.
- Collection Date: You have to select a date range to send all the data present in the range to the report.
- Save Setting: after completing the procedure, check if all the procedures are done correctly, and then save it.
Solve the Clio QuickBooks Integration Query
These are the ways to solve issue so that it works properly.
- Duplicate Data: When the data is sent from Clio to QuickBooks, or if you change any details in the report, it can make a duplicate of the data. Remove all extra data manually to solve this problem.
- Old Data: When you are trying to import the data from a specific data source due to a problem, all the old data is also added to the record. Check properly and remove the useless data from the record.
- Tracking Data: Sometimes, some of the features will not work properly as it is not supported by the system. You can select a supported device for the procedure.
- Permission: You have to provide all the necessary permissions, otherwise, the process will fail in the middle.
- Internet Problem: Sometimes, due to a bad internet connection, the integration process fails. So you have to keep a stable internet connection during the process.
- Less Trained: When you have not taken any training, it causes a problem during the integration process. Take proper training on how to do the procedure properly without any errors.
Conclusion
Clio QuickBooks Integration can help the business grow by enhancing the accounting process of the QuickBooks application. It will provide better results, which will help the business avoid any legal problems. This QuickBooks integration can provide you safety as well as help you to get success in your business.