Does your firm need to work from home due to COVID-19? Check out these key resources.

Announcement: QuickBooks Online Trust Sync

The Quickbooks Online integration is available to subscribers of our Legacy, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app or, if you’re interested in seeing how this feature can work for your law firm, feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

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.


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality