KCS - What are the New Trust Sync Features?

Objective:

  • Overview of the New Trust Sync Feature

Environment:

  • Clio Web App 

Additional Information:

  • Note: The Trust Sync will only pull in transactions entered after the sync was set up

Answer:

  • Two new options have been added to the Quickbooks Trust Sync Feature. Clients now have the option to prevent Trust Disbursements and Bill Payments from Trust from syncing to Quickbooks Online. 
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