The 2020 Legal Trends Report is now available. Get the latest insights here.

Can I Export Only Trust Data to Quickbooks Online?

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.

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