Legal bookkeeping in Clio & QBO
My client subscribed to Clio. Previously, both office and client account bookkeeping used to be done in QBO. Due to matte ledger reporting issues, he was suggested by the law society to use Clio for client ledger management.
At this point, I have some confusions, which are as follows:
1. If the client billing, transactions are managed in Clio, is it any more necessary to maintain the client account in QBO, i.e. transaction recording for each client, and reconciliation?
2. Is it okay if I keep the client and office accounts separate into Clio and QBO? Or should I only use Clio for bill management?
Not sure what is the most appropriate way to do the legal bookkeeping.
Regards,
Marufa
