Introducing The Law Community, the online community just for Clio customers. Sign up now.

Will All Trust Transactions Sync to QuickBooks Online?


  • Sync trust transactions from Clio to QuickBooks Online


  • Clio Manage
  • QuickBooks Online 

Additional Information:

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


  • 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.
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