KCS - How Can I Sync Trust Accounting with Quickbooks Online?

Objective:

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

Environment:

  • 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

Procedure:

  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
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