{"id":57096,"date":"2025-03-11T07:55:03","date_gmt":"2025-03-11T15:55:03","guid":{"rendered":"https:\/\/cirahub.com\/?p=57096"},"modified":"2025-03-11T07:55:03","modified_gmt":"2025-03-11T15:55:03","slug":"how-to-two-way-sync-between-clio-and-quickbooks","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-between-clio-and-quickbooks\/","title":{"rendered":"How to Two-Way Sync Between Clio and QuickBooks"},"content":{"rendered":"<p data-id=\"8195860a-888e-4213-af54-f3de9a62b446\" data-pm-slice=\"1 1 []\">If your law firm&#8217;s data in Clio doesn&#8217;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&#8217;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.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Between_Clio_and_QuickBooks\"><\/span><b>How to Two-Way Sync Between Clio and QuickBooks<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>1. Sign into the CiraHub dashboard using your credentials. You would be taken to the onboarding wizard.<\/p>\n<p>2. Click the <strong>+Spoke<\/strong> button at the top of the dashboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57077\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button-1024x259.png\" alt=\"Click the +Spoke button\" width=\"1024\" height=\"259\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button-980x248.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button-480x122.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>3. Next, you\u2019ll have to set up your Hub &amp; Spoke. Click \u201cCRMs\u201d as your source type of your calendar spoke.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57081\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-CRMs-1024x646.png\" alt=\"Select CRMs\" width=\"1024\" height=\"646\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-CRMs-980x618.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-CRMs-480x303.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>4. Select \u201cClio\u201d as our contact source, then click \u201cNext.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57085\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Choose-Clio-and-click-22Next22-1024x831.png\" alt=\"Choose Clio and click Next\" width=\"1024\" height=\"831\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Choose-Clio-and-click-22Next22-980x796.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Choose-Clio-and-click-22Next22-480x390.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>5. Now, you\u2019ll need to sign in using your Clio credentials. Click \u201cSign into Clio\u201d to proceed.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57089\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Sign-into-Clio-1024x472.png\" alt=\"Sign into Clio\" width=\"1024\" height=\"472\" \/><\/p>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56937\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg\" alt=\"\" width=\"859\" height=\"698\" \/><\/p>\n<p>7. Name your Clio spoke and click &#8222;Create.&#8220; You should now see your Clio spoke attached to your Hub on the CiraHub dashboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56941\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg\" alt=\"\" width=\"858\" height=\"689\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg 858w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2-480x385.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p>8. Click the <strong>+Spoke<\/strong> button to add another spoke on the CiraHub dashboard.<\/p>\n<p>9. Click &#8222;CRMs&#8220; then select &#8222;QuickBooks.&#8220;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57161\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-QuickBooks-1024x828.png\" alt=\"Select QuickBooks\" width=\"1024\" height=\"828\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-QuickBooks-980x792.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-QuickBooks-480x388.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>10. Click Sign in with QuickBooks.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50837\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-on-Sign-in-with-QuickBooks.jpg\" alt=\"Click on Sign in with QuickBooks\" width=\"453\" height=\"306\" \/><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">11. <\/span>Enter in the Name of your Company in QuickBooks and Click \u201cCreate Company\u201d to connect with the CiraHub Connector.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50841\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-Create-Company-to-connect-with-CiraHub-Connector.jpg\" alt=\"Click Create Company to connect with CiraHub Connector\" width=\"260\" height=\"405\" \/><\/span><\/p>\n<p>12. Click Connect to Share your QuickBooks data with the CiraHub Connector.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50845\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Click-connect-to-share-your-Quickbooks-data-with-CiraHub.jpg\" alt=\"Click connect to share your Quickbooks data with CiraHub\" width=\"463\" height=\"229\" \/><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">13. <\/span>Type in a Spoke name and click NEXT.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50849\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Type-in-spoke-name-and-click-next.jpg\" alt=\"Type in spoke name and click next\" width=\"429\" height=\"295\" \/><\/span><\/p>\n<p>14. Type in a Hub name and Click CREATE.<\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50853\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Type-in-Hub-name-and-Click-Create.jpg\" alt=\"Type in Hub name and Click Create\" width=\"443\" height=\"306\" \/><\/span><\/p>\n<p><span class=\"EOP SCXW102445665 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">15. Next, right click your spoke, and select \u201cSync Options\u201d. From there\u00a0 click the box \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your spoke.<br \/>\n<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW102445665 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\"><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/08\/Right-click-your-spoke-and-select-sync-options.jpg\" alt=\"Right click your spoke and select sync options\" \/><\/span><\/span><\/p>\n<p><span class=\"EOP SCXW102445665 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><span data-contrast=\"none\">17. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the Hub database and back.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55672\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/03\/quickbooks-allow-hub-to-create.png\" alt=\"quickbooks allow hub to create\" width=\"702\" height=\"488\" \/><\/p>\n<p>12. On the CiraHub dashboard, click &#8222;Sync Now&#8220; 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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57146\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-22Sync-Now22-1-1024x297.png\" alt=\"Click Sync Now\" width=\"1024\" height=\"297\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-22Sync-Now22-1-980x284.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-22Sync-Now22-1-480x139.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p data-id=\"ca4001dc-f05e-4813-8238-2bc69384dd20\" data-pm-slice=\"1 1 []\">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.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub! <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, 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.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If your law firm&#8217;s data in Clio doesn&#8217;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 [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,1459],"tags":[13371,13662,13631,13657],"ppma_author":[13535],"class_list":["post-57096","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-support","tag-cira-hub","tag-clio","tag-contact-sync","tag-quickbooks","rawdate-2025-03-11"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-Way Sync Between Clio and QuickBooks &#8212; CiraSync<\/title>\n<meta name=\"description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and QuickBooks using CiraHubs multi synchronization platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-between-clio-and-quickbooks\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Two-Way Sync Between Clio and QuickBooks\" \/>\n<meta property=\"og:description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and QuickBooks using CiraHubs multi synchronization platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-between-clio-and-quickbooks\/\" \/>\n<meta property=\"og:site_name\" content=\"CiraSync\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CiraSync\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-11T15:55:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1434\" \/>\n\t<meta property=\"og:image:height\" content=\"363\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Tara Parachuk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:site\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:label1\" content=\"Verfasst von\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tara Parachuk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data2\" content=\"6\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-quickbooks\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-quickbooks\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to Two-Way Sync Between Clio and QuickBooks\",\"datePublished\":\"2025-03-11T15:55:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-quickbooks\\\/\"},\"wordCount\":490,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-quickbooks\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cirasync.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/CiraSync-Knowledge-Base-1080x630-Light.jpg\",\"keywords\":[\"CiraHub\",\"Clio\",\"Contact Sync\",\"QuickBooks\"],\"articleSection\":[\"CiraHub\",\"Contact Sync\",\"Support Articles\"],\"inLanguage\":\"de\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-quickbooks\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-quickbooks\\\/\",\"name\":\"How to Two-Way Sync Between Clio and QuickBooks &#8212; 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