San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can Xero Sync Trust Account Transactions like Quickbooks Online Can?

Objective:

  • Determine whether Xero can be used to sync Trust Account Transactions like the new update allows Quickbooks Online to do

Environment:

  • Clio Manage
  • Xero

Additional Information:

This is something that our Development Team is aware of but has no plan to add in the immediate future. Currently Xero will only sync trust payments towards Bills where as Quickbooks Online will sync deposits, disbursements, bill payments, transfers etc.

Answer:

No

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