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mroland1
Level 1

Does anyone here use QB with Clio? I use Clio, but when I try to print invoices in QB, the matter description does not print on the bill. Any thoughts from Clio users?

 
3 Comments 3
JasroV
QuickBooks Team

Does anyone here use QB with Clio? I use Clio, but when I try to print invoices in QB, the matter description does not print on the bill. Any thoughts from Clio users?

Greetings, @mroland1.

 

You'll want to ensure the template used in the invoice shows the description field. Otherwise, it'll not show the description when printing the invoice. Let me show how to check it in your QuickBooks Online (QBO) account.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Custom form styles
  3. Choose you the template you want to edit and click the Edit link.
  4. Go to the Content tab and select the Table section.
  5. Ensure to check the Description field. 2.PNG
  6. Click Done.
  7. Then go to the + New button and select Invoice.
  8. Click Customize and select your preferred template.

Furthermore, here's an article you can read for more details in personalizing and printing your invoice:

Additionally, I got you this article that provides detailed information on how to import and design custom form styles for your invoices: Import custom form styles for invoices or estimates.

 

Let me know if there's anything else you need help with. I'm always here to help you anytime. Take care and keep safe!

mroland1
Level 1

Does anyone here use QB with Clio? I use Clio, but when I try to print invoices in QB, the matter description does not print on the bill. Any thoughts from Clio users?

Thanks.  I'm not sure this solves my problem though.  For example, one client will need multiple invoices, one per legal matter.  What I am looking to do is have the matter name show up on each invoice.  I use the description block, but that is for the itemized work I do in each case. That might not make sense and might not be doable.  It might also be a Clio issue.

Rubielyn_J
QuickBooks Team

Does anyone here use QB with Clio? I use Clio, but when I try to print invoices in QB, the matter description does not print on the bill. Any thoughts from Clio users?

Hi there, @mroland1.

 

I understand how it is important that you have the description show up to each invoice. For this, I recommend reaching out to Clio because the downloaded transaction in QuickBooks Online is based on what Clio will share. 

 

By doing so, you will be clarified why the matter description does not print on the bill. 

 

You can always check out articles in our help website: QuickBooks Support.

 

Please get back to us if you have other concerns with QuickBooks. We're here to assist you. Have a nice day.

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