Clio's integration with QuickBooks Online has been enhanced with additional functionality.
Now, movement of trust funds in Clio will sync directly into QuickBooks Online. Whether receiving a Trust Request, manually moving funds in Clio, or paying a Bill from a trust account, the transactions will be recorded automatically in QuickBooks Online.
Clio is now the first legal practice management solution to be featured on Intuit’s official app store. Give the sync a try and share your experience. Tweet us at @goclio, or let your firm feature on one of the world’s most-trusted, professional app resources, and leave a Clio review on Intuit’s app store.
For instructions on setting up the Trust Sync, see the "Setting up your QuickBooks Online Integration" article.
For information on our QuickBooks Online integration, see the "QuickBooks Online" section.