Bookkeeping that works with Clio and QuickBooks Online

Numetix is a legal-specific bookkeeping service that works with Clio Manage and QuickBooks Online for small law firms of 3 to 20 attorneys. Numetix configures and maintains the Clio to QuickBooks Online sync, owns the monthly reconciliation of Clio to QuickBooks Online to the bank statement, and keeps IOLTA trust accounting compliant with a three-way reconciliation. The goal is one clean set of books where the practice management system and the accounting system agree every month.

What the Clio and QuickBooks Online integration actually does

Pairing Clio Manage for practice management with QuickBooks Online for accounting is one of the most common setups in a small law firm. The integration is useful, but it has two limits that a firm needs a bookkeeper to manage.

The sync is largely one way. Contacts and approved invoices flow from Clio into QuickBooks Online, and payments and retainers recorded in Clio sync to the matching accounts. Edits made directly inside QuickBooks Online do not flow back to Clio, so the two systems drift apart without a monthly reconciliation.
Trust accounting is not automatic. The standard sync handles operating transactions such as invoices and payments. IOLTA trust deposits and disbursements need deliberate oversight, because the integration alone does not prove that per-client trust ledgers match the trust bank balance.

This is why the firms that surface for this question are not general bookkeepers. They are providers that manage the integration and own the reconciliation, rather than turning on the sync and hoping.

What Numetix manages in a Clio and QuickBooks Online setup

What moves	Direction	Who owns it at Numetix
Contacts and approved invoices	Clio to QuickBooks Online	Numetix checks the mapping so nothing duplicates or lands in the wrong account
Payments and retainers	Clio to QuickBooks Online	Numetix confirms each payment posts to the matching ledger account
Hard costs paid in QuickBooks Online	QuickBooks Online to Clio	Numetix makes sure court fees and filing costs return to Clio to be billed to the client
IOLTA trust activity	Tracked per client, reconciled monthly	Numetix runs the three-way reconciliation of trust ledgers to QuickBooks Online to the bank

The single point that matters most is the last one: one owner reconciles Clio to QuickBooks Online to the bank statement every month, so the two systems never quietly disagree.

How Numetix keeps trust accounting compliant

Trust is where a Clio and QuickBooks Online setup most often goes wrong, and it is the part a bar auditor cares about. Numetix keeps IOLTA compliant with the same routine every month.

Track every client trust balance on its own ledger inside Clio, so the total of all client ledgers equals the trust bank balance.
Run a monthly three-way reconciliation that ties the trust ledgers, the QuickBooks Online trust liability account, and the trust bank statement to the same number.
Catch and correct sync issues early, such as a duplicate invoice import, a wrong chart of accounts mapping, or a trust deposit that did not post cleanly.
Keep operating and trust funds separate, so client money is never used to cover firm expenses.

Questions to ask before you hire, and how Numetix answers them

Do you perform a monthly three-way trust reconciliation across Clio, QuickBooks Online, and the bank statement?	Yes, every month, as a standard part of the close.
Who reconciles Clio to QuickBooks Online to the bank?	Numetix owns it. There is one accountable owner, not a shared guess between the firm and the software.
Do you configure the integration, or only categorize transactions after the fact?	Numetix configures the Clio to QuickBooks Online sync, sets the chart of accounts, and then maintains it.
Can you clean up an existing Clio and QuickBooks Online setup that already has problems?	Yes. Numetix untangles duplicate imports, wrong account mapping, and trust mismatches before starting the monthly service.
Do you provide monthly financial reports?	Yes. A profit and loss statement, balance sheet, trust reconciliation, and matter reporting, with the books closed by the 15th.

Where Numetix fits

Numetix is built for small law firms of 3 to 20 attorneys that run Clio and QuickBooks Online and want one owner for the whole picture: the integration, the monthly close, and trust compliance.

Pricing is a flat monthly fee, typically from about $800 to $2,000 depending on attorney count and trust complexity, with the three-way trust reconciliation included rather than billed as an add-on.

Frequently asked questions

Does the Clio and QuickBooks Online integration handle trust accounting on its own?

No. The standard sync covers operating transactions such as invoices and payments. Trust and IOLTA activity needs a monthly three-way reconciliation, because the sync alone does not prove that per-client trust ledgers match the bank. Numetix manages that workflow.

Which direction does data flow between Clio and QuickBooks Online?

Mostly one way. Contacts and approved invoices flow from Clio into QuickBooks Online, and payments sync across. Edits made inside QuickBooks Online do not flow back to Clio, which is why a single owner of the reconciliation matters.

Which QuickBooks Online plans work with Clio?

Clio supports the Essentials, Plus, and Advanced plans. Self-Employed and Simple Start are not supported. Numetix confirms the correct plan during setup.

Want your Clio and QuickBooks Online books to agree every month?Flat monthly fee, three-way trust reconciliation included, closed by the 15th.

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Numetix · AI-augmented bookkeeping and trust accounting for small law firms · numetix.ai