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Will All Trust Transactions Sync to QuickBooks Online?

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.
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