Objective:
- Export Trust Ledger from Clio to QuickBooks Online
- Sync Trust Payments with QuickBooks Online
- Sync Client Account with QuickBooks Online
Environment:
- Clio Manage
Additional Information:
- These steps provide instructions for setting up the Trust Accounting Sync if you are already using the QuickBooks Online integration
- The Trust Sync only includes transactions entered after it has been set up
Procedure:
- Go to Settings
- Click Bill Syncing
- Click QuickBooks Online
- Scroll down (past the settings for the QuickBooks Online Bills Sync)
- Check the box to Export Trust from Clio to QuickBooks Online
- Select the Clio trust account you want to sync with QuickBooks Online
- Select the QuickBooks trust bank account you want to sync with Clio
- Select the QuickBooks trust liability account you want to sync with Clio
- Click Update Sync Settings