Objective:
- Sync trust transactions from Clio to QuickBooks Online
Environment:
- Clio Manage
- QuickBooks Online
Additional Information:
- Transactions backdated to before the sync date 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 have a transaction date on or after the "Export transactions dated on or after" date within the Quickbooks sync settings will sync to Quickbooks Online.