Connect and check your accounting data

Before you connect

Use an account authorized to connect your firm’s accounting data. Confirm the company or Clio region before authorizing access. The integrations shown in your workspace depend on availability and account configuration.

Connect QuickBooks Online

1. Open Settings (or Controls), then Integrations, and select QuickBooks Online.
2. Choose Connect QuickBooks. Complete the authorization flow with the correct QuickBooks company.
3. Return to MarkPaid and check that the connection shows Connected. If it shows Reconnect required, use Reconnect and complete authorization again.
4. Use the sync action in the QuickBooks section to request current invoices and payment status. Allow the sync to finish, then check sync health and the last successful sync.
5. Open Invoices (or Records) and compare sample balances and statuses with QuickBooks before starting follow-up.

Connect Clio

1. Open the Clio integration in Settings. Choose the US or Canada connection that matches your firm’s Clio account.
2. Have an account owner follow the Clio connection setup shown on screen. If private-app configuration is required, use the displayed redirect address and permissions when configuring the app in Clio; enter credentials only in the designated MarkPaid setup form.
3. Complete Clio authorization. MarkPaid may show that the initial sync is queued; wait for sync health to confirm completion.
4. If the initial sync could not be confirmed, use Sync invoices from Clio to request a sync. Review imported bills and balances before using them for follow-up.

Keep the connection healthy

• Connected means authorization exists; check the last successful sync as well to understand data freshness.
• Reconnect when the integration explicitly requests it. A displayed access-token expiry alone does not mean you must reconnect; access normally renews automatically.
• Correct accounting errors in the source system, then sync and verify the result in MarkPaid.
• If syncing keeps failing, record the integration name, visible error, and last successful sync time for support. Never email connection secrets.