KCS - Will All Trust Transactions Sync to QuickBooks Online?

Objective:

  • Sync trust transactions from Clio to QuickBooks Online

Environment:

  • Clio Web App
  • QuickBooks Online 
  • Trust Accounting

Additional Information:

Transactions backdated to before the sync was enabled will not sync.

Answer:

Trust Account Transactions (including Trust Request payments, Bill payments from trust, manual trust transactions and edits or deletions of trust funds) which were entered after the sync is activated will be brought into QuickBooks Online.

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