KCS - 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 Web App
  • 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

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