Objective:
- Exporting only Trust information to Quickbooks Online
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
Yes. Navigate to Settings > Bill Syncing and only select the checkbox Export Trust from Clio to Quickbooks Online.
Collect eCheck and card payments directly through Clio. Find out how.
Objective:
Environment:
Additional Information:
Answer:
Yes. Navigate to Settings > Bill Syncing and only select the checkbox Export Trust from Clio to Quickbooks Online.