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E
ejinayoshi
February 29, 2024
Question

CLIO DISBURSEMENTS SUPPOSED TO SHOW UP IN QBO PRINT CHECK QUEUE BUT I DON'T SEE THEM

  • February 29, 2024
  • 1 reply
  • 0 views

I have QBO integrated with my client management system, CLIO (a legal CRM SAAS system), as well as with my bank.  I have trust accounts for my clients.  When I enter a "disbursement" (payment of a client cost to a vendor directly from the client trust account)  in CLIO, it is supposed to automatically send the disbursement to the Print Check Queue in QBO. But I don't see it there. What am I missing?

1 reply

K
Kurt_M
February 29, 2024

Hi there, Ejina.

 

While the Community can provide answers and troubleshooting solutions to specific questions, there are certain things that only our Intuit Developers can provide specific information regarding your concern. We have a separate forum where you can interact with the developers, product experts, and engineers about software, QuickBooks API concerns, Product integration, or developer license-related questions. That said, we encourage posting this question to our Intuit Developer Community. They have the tools and resources available to assist you and fix the connection between CLIO and QuickBooks Online (QBO). Here's how:

 

  1. In your browser, type this link: https://help.developer.intuit.com/s/
  2. Choose your QuickBooks product.
  3. Click the Ask a Question button.
  4. Press Sign In.
  5. Enter your Intuit login credentials.

 

You can also consider accessing your account through a private or incognito browser to rule out the possibility of having issues with your current browser. Feel free to use these shortcut keys:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once you're in, try to enter the disbursement and see if it shows in your QBO's printer queue. If it goes through, proceed to clear your browser's temporary data so you can access QuickBooks with a clean slate. See this article for more information about the process: Clear cache and cookies to fix issues when using QuickBooks Online.

 

In addition, here's an article to help you manage your printer settings inside QBO: Configure your print settings for printing checks in QuickBooks Online.

 

We appreciate and value your time posting here in the Community space. If you need further assistance setting up the integration, you can get back to me anytime by clicking the REPLY button below. I'll be more than happy to help you out again. Take care and more power to your business.

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