Quickbooks Online + Clio Integration

Integrate Clio to Quickbooks Online in one click, or tell Integrately AI how you want each bill handled. Create invoices automatically, sync customer details, log time activities, and track expenses across your practice without manual data entry.

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1.
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
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2.

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Ready Workflows Ready Workflows for Clio + Quickbooks Online Integration

Generate invoices, sync customer details, track expenses, and update financial records, all in just one click.

Most popular automationsmost-popular-automations
Quickbooks Online + Clio Integration

Create Clio contact from new Quickbooks Online customer

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in Clio, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Quickbooks Online + Clio Integration

Create Clio company from new Quickbooks Online invoice

If you're a small business owner who uses Quickbooks Online to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Quickbooks Online!
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Quickbooks Online + Clio Integration

Create Clio contact from new Quickbooks Online order

As an online store owner, you're likely using Quickbooks Online to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Quickbooks Online with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Quickbooks Online flow

Connect scheduling, communication, and document storage tools to keep your practice management and accounting synchronized. Pick a combination and activate it in one click.

Quickbooks Online
Clio
+
Google CalendarGoogle Calendar (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
ClioClio (3)
+
Quickbooks OnlineQuickbooks Online (3)
+
Google DriveGoogle Drive (3)
C
G
Q
Create a Google Calendar event when a new bill is created in Clio, and record the invoice in Quickbooks Online
New Clio bills schedule a calendar follow-up in Google Calendar and record an invoice in Quickbooks Online instantly.
C
G
Q
When a Clio matter is created, add a consultation in Google Calendar and create a customer in Quickbooks Online
Every new Clio matter automatically schedules a calendar entry and sets up the customer account in Quickbooks Online.
Q
G
C
Schedule a review meeting in Google Calendar when a Quickbooks Online invoice is created, and update the matter in Clio
QuickBooks invoices automatically schedule a review in Google Calendar and update the corresponding Clio matter.

Supported triggers and actions for Quickbooks Online and Clio

Mix and match to build the exact automation you need

Quickbooks Online
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
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Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
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Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
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Create expense in Quickbooks Online
Generates a new expense record
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Update product/service in Quickbooks Online
Try it โ†’
Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
Try it โ†’
Search user in Clio
Searches for a user
Try it โ†’
Search bill in Clio
Searches for a bill
Try it โ†’

What can you automate with Clio + Quickbooks Online?

Streamline your legal accounting and practice management workflows with automated synchronization.

What you can automate?
๐Ÿงพ
Automate invoice creation from new bills
Generate QuickBooks Online invoices automatically the moment a new bill is created in Clio, eliminating manual transcription.
๐Ÿ“‹
Capture every custom field and detail
Map all matter details, custom properties, and contact information accurately between Clio and Quickbooks Online.
๐Ÿ””
Notify your finance team instantly
Alert accounting staff via Slack or email whenever new billing events or payment receipts occur.
๐Ÿ”€
Route records based on custom criteria
Apply different accounting rules or customer categories in Quickbooks Online based on specific Clio matter types.
๐Ÿ”„
Keep financial records continuously updated
Reflect bill state updates, payments, and estimate modifications across both platforms in real time.
๐Ÿ›ก๏ธ
Prevent duplicate customer entries
Search existing contacts before creating new customer profiles in Quickbooks Online to maintain clean data.
๐Ÿ’ฐ
Handle later status changes and receipts
Sync payment receipts and credit memos automatically as matter billing progresses toward completion.
๐Ÿ“‚
Extend your workflow to cloud storage
Archive invoices and billing documents directly into Google Drive alongside your Clio records.
And much more...

Who is Clio + Quickbooks Online integration for?

Legal practices and accounting teams eliminate manual data entry, synchronize billing states, and maintain accurate financial records.

Managing Partners
Managing Partners
Billing Coordinators
Billing Coordinators
Client Relations Managers
Client Relations Managers
Practice Administrators
Practice Administrators
Staff Attorneys
Staff Attorneys
Audit Compliance Officers
Audit Compliance Officers
๐Ÿ“ˆ
Managing Partners
You review financial reports across your practice but your accounting totals always lag behind actual billing activity because staff enter data by hand โ€” this integration means every new bill updates your accounts instantly and your revenue metrics stay accurate.
โšก
Billing Coordinators
You need to issue invoices immediately after matters progress, but manual copying between platforms causes costly delays โ€” connecting these apps means every billing event creates accounting invoices automatically without human error.
๐Ÿค
Client Relations Managers
You answer client inquiries about payment receipts and billing states, but finding records across separate systems slows you down โ€” automating both apps means payment updates reflect across your workspace immediately.
๐Ÿ“Š
Practice Administrators
The volume of daily client matters and time entries makes manual spreadsheet tracking impossible to maintain โ€” integrating these apps means all client data and financial records synchronize effortlessly in the background.
โš–๏ธ
Staff Attorneys
You log billable activities and expect accounting records to match your legal work without administrative friction โ€” this integration means your recorded time entries and tasks flow directly into financial summaries.
๐Ÿ”
Audit Compliance Officers
You need a reliable history of all billing transactions and matter updates, but manual record-keeping leaves audit gaps โ€” automating both apps means every transaction and status change is logged reliably.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Quickbooks Online + Clio

Build and manage your Quickbooks Online + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quickbooks Online + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to Quickbooks Online?
Frequently Asked Questions
You can connect Clio to Quickbooks Online in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. This integration links seamlessly with Google Calendar, Gmail, Slack, and Google Drive to manage your practice workflow effortlessly.
Can I automatically create QuickBooks invoices when new Clio bills are created?
Frequently Asked Questions
Can I connect Clio, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Quickbooks Online?
Frequently Asked Questions
How does Clio handle bill state updates and customer synchronization?
Frequently Asked Questions
How do Quickbooks Online payments update my Clio records?
Frequently Asked Questions
Do I need coding skills to automate Clio and Quickbooks Online?
Frequently Asked Questions
Is the Clio and Quickbooks Online integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Clio or Quickbooks Online With 1500+ Other Apps

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Sync QuickBooks Online with payroll, expense tracking, and reporting tools to keep your business finances aligned.