Clio & QuickBooks Bookkeeping for Law Firms
Your practice management software tracks time, invoices, and trust activity. QuickBooks tracks your firm’s finances. When the two aren’t set up to work together, you end up with double-counted revenue, retainers booked as income, and reports nobody trusts. We set up and maintain the connection so your billing system and your books tell the same story.
Software We Work With
Clio
MyCase
Timeslips
QuickBooks Online
Xero
FreshBooks
What We Set Up and Maintain
Syncing invoices and payments from your practice management software into QuickBooks
Separating trust from operating activity so client funds never show up as firm revenue
Handling retainers correctly: unearned retainers are held as client funds (a liability), not recorded as income
Reconciling trust records in your practice management software to QuickBooks and the bank
Cleaning up duplicate or missing transactions caused by sync errors
Signs Your Setup Needs Attention
Revenue in QuickBooks doesn’t match collections in Clio
Retainer deposits show up as income
The same payment appears twice
Your trust balance differs between systems
Frequently Asked Questions
Does Clio connect to QuickBooks?
Yes. Clio offers an integration with QuickBooks Online, and MyCase and Timeslips also connect to QuickBooks. The key is setting up the connection correctly, especially for trust transactions, so revenue isn’t duplicated and client funds stay separate.
Why are retainers showing up as income?
Unearned retainers belong to the client until you earn them. They should be recorded as a trust liability, and moved to income only when you bill and transfer the earned amount. A misconfigured sync is a common cause of this error.
Can you fix an existing integration that’s gone wrong?
Yes. We review your current setup, correct past transactions, and rebuild the sync. If the problem is significant, see our Law Firm Bookkeeping Cleanup service.
Do we have to switch software?
No. We work with the tools you already use.
Related Services
Law Firm Bookkeeping · Trust Account & IOLTA Reconciliation · Bookkeeping Cleanup & Catch-Up