Connect Clio or QuickBooks Online

Connections appear when the provider is configured for your environment. A firm Admin should verify the organization and provider account before granting access. If a connector is unavailable, use CSV import.

Connect and run a sync

1. Open Settings → Connections → Billing connections and choose the provider.
2. Sign in to the intended provider account and grant access. Return to the same BillTend firm and complete Verify and finish connection.
3. Start the available invoice or payment sync. Review the run, including imported, rejected, and excluded items.
4. Open Sync conflicts if an existing invoice and the provider disagree.

When reconciling a conflict, compare the invoice, recipient, original amount, balance, and due date. Accept provider values only after confirming the match and recording the reason. Existing payment history and holds remain available for review.

Reconnect, disconnect, or review payments

If access expires, reconnect to the same provider account. Review the latest sync before scheduling outreach. Disconnecting stops new syncs. Check open invoices and use CSV or manual verification if the provider can no longer supply the balance.

Use the payment reports to review QuickBooks payment history or Clio payment allocations when those sources are enabled. Correct source-system issues there and rerun the relevant sync.