Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How Can I Sync Trust Accounting with Quickbooks Online?


  • Export Trust Ledger from Clio to Quickbooks
  • Sync Trust Payments with Quickbooks
  • Sync Client Account with QBO


  • Clio Web App

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


  1. Go to Settings 
  2. Click Bill Syncing
  3. Click QuickBooks Online
  4. Scroll down (past the settings for the QuickBooks Online Bills Sync)
  5. Check the box to Export Trust from Clio to QuickBooks Online
  6. Select the Clio trust account you want to sync with QuickBooks Online
  7. Select the QuickBooks trust bank account you want to sync with Clio
  8. Select the QuickBooks trust liability account you want to sync with Clio
  9. Click Update Sync Settings
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