Automation of Deposits with Clio and QuickBooks
Budget: $250 – $750 USD
I am looking to automate something with Clio and QuickBooks. Clio is connected to QuickBooks and pushes in invoices and payments. But it doesn't push in deposits. I know deposits can be pushed in because Anchor pushes them in along with processing fees. The way I know how to get the deposits is to run a report in Clio called "Deposits," and it will tell me something like on 6/12/26, person A paid $200, person B paid $500, and person C paid $750. And there were processing fees of $20. So the total deposited was $1430.
I imagine you could get this information via the API. And then I know Anchor is using the QuickBooks API to make the deposit...I just don't know how to build the automation.
There is one more piece to the puzzle. Sometimes the payment is for $500 for person A but it is pushed over as multiple payments from Clio. They total $500, but it can be broken down into multiple payments. I don't know if it is possible to automate that piece or not.
I imagine you could get this information via the API. And then I know Anchor is using the QuickBooks API to make the deposit...I just don't know how to build the automation.
There is one more piece to the puzzle. Sometimes the payment is for $500 for person A but it is pushed over as multiple payments from Clio. They total $500, but it can be broken down into multiple payments. I don't know if it is possible to automate that piece or not.