If your law firm’s data in Clio doesn’t match your records in QuickBooks, billing clients and making reconciliations could suffer. CiraHub is a game-changer for law firms facing this problem. This guide shows you how to create a two-way sync between Clio and QuickBooks that automatically syncs updates made in any platform across the other in real-time. We’ll break down the exact steps to establish this connection, giving you access to accurate info to capture more billable time and gain the clarity you need for strategic firm decisions.
How to Two-Way Sync Between Clio and QuickBooks
1. Sign into the CiraHub dashboard using your credentials. You would be taken to the onboarding wizard.
2. Click the +Spoke button at the top of the dashboard.
3. Next, you’ll have to set up your Hub & Spoke. Click “CRMs” as your source type of your calendar spoke.
4. Select “Clio” as our contact source, then click “Next.”
5. Now, you’ll need to sign in using your Clio credentials. Click “Sign into Clio” to proceed.
6. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.
7. Name your Clio spoke and click “Create.” You should now see your Clio spoke attached to your Hub on the CiraHub dashboard.
8. Click the +Spoke button to add another spoke on the CiraHub dashboard.
9. Click “CRMs” then select “QuickBooks.”
10. Click Sign in with QuickBooks.
11. Enter in the Name of your Company in QuickBooks and Click “Create Company” to connect with the CiraHub Connector.
12. Click Connect to Share your QuickBooks data with the CiraHub Connector.
13. Type in a Spoke name and click NEXT.
14. Type in a Hub name and Click CREATE.
15. Next, right click your spoke, and select “Sync Options”. From there click the box “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke.
17. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the Hub database and back.
12. On the CiraHub dashboard, click “Sync Now” to sync contacts between the Hub and spokes you have created. Your contacts should populate automatically now and be reflect all changes across both platforms.
This Clio-QuickBooks two-way sync goes a long way to eliminate the headaches that plague so many law firms. Enjoy the peace of mind that comes with knowing your data is accurate, consistent, and flowing exactly where it needs to go.
Learn More About CiraHub!
CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. Click here to learn more about how you can start a CiraHub trial today!
